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Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1451
Missouri Trust & Investment Company
Missouri
$567K – – –
TCOT
1452
Trust Company of Toledo
Ohio
$567K +$28.9K +57 +6%
MA
1453
MONECO Advisors
Connecticut
$564K +$28.9K +57 +6%
RCSA
1454
REYL & Cie S.A.
Switzerland
$564K +$573K +1,132 New
SHFG
1455
S Harris Financial Group
Texas
$562K +$9.12K +18 +2%
TW
1456
Traveka Wealth
California
$562K +$10.1K +20 +2%
SI
1457
Severin Investments
Missouri
$559K +$546K +1,078 New
BDL
1458
Banque de Luxembourg
Luxembourg
$559K -$182K -360 -25%
EPW
1459
Evolve Private Wealth
California
$558K -$989K -1,953 -64%
ML
1460
McAdam LLC
Pennsylvania
$557K +$147K +291 +37%
PWM
1461
Palumbo Wealth Management
New York
$557K -$3.04K -6 -0.6%
AA
1462
Armis Advisers
Georgia
$554K +$97.2K +192 +23%
W
1463
Wealthquest
Ohio
$554K +$37.5K +74 +7%
CFO
1464
CVA Family Office
Colorado
$553K +$14.7K +29 +3%
SAM
1465
SVRN Asset Management
Texas
$553K +$540K +1,066 New
BF
1466
Brucke Financial
Indiana
$552K -$14.7K -29 -3%
CA
1467
Claro Advisors
Massachusetts
$551K +$16.7K +33 +3%
SIS
1468
Strategic Investment Solutions
Illinois
$549K -$54.7K -108 -9%
TW
1469
ticino wealth
California
$549K +$536K +1,058 New
CA
1470
CoreCap Advisors
Michigan
$548K +$51.2K +101 +11%
CG
1471
Clifford Group
Massachusetts
$546K +$49.1K +97 +10%
MA
1472
MW Advisory
Georgia
$543K +$530K +1,047 New
CCA
1473
Conestoga Capital Advisors
Pennsylvania
$542K -$10.1K -20 -2%
EPM
1474
Elm Partners Management
Pennsylvania
$540K +$1.01K +2 +0.2%
KWM
1475
Keebeck Wealth Management
Illinois
$539K +$145K +286 +38%
57 58
59
60 61