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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$7.41K – – –
MIM
702
MTM Investment Management
South Carolina
$7.41K +$6.75K +49 New
WA
703
Whipplewood Advisors
Colorado
$7.26K -$385K -2,798 -98%
CWA
704
Carolina Wealth Advisors
South Carolina
$7.26K – – –
CW
705
Curio Wealth
Maryland
$6.35K +$5.64K +41 +4,100%
LSA
706
Leonteq Securities AG
Switzerland
$6.35K +$5.78K +42 New
CB
707
Centennial Bank
Arkansas
$6.05K +$5.51K +40 New
GWM
708
Geneos Wealth Management
Colorado
$5.9K – – –
MYIA
709
Mount Yale Investment Advisors
Colorado
$5.75K +$5.23K +38 New
BIA
710
Bell Investment Advisors
California
$5.29K – – –
BCWM
711
Bartlett & Co Wealth Management
Ohio
$5.14K +$138 +1 +3%
FFO
712
Fortitude Family Office
Arizona
$5.14K +$4.68K +34 New
S
713
Sachetta
Massachusetts
$4.99K +$2.75K +20 +154%
HHMI
714
Howard Hughes Medical Institute
Maryland
$4.99K +$4.54K +33 New
AAG
715
Armstrong Advisory Group
Massachusetts
$4.84K – – –
WCM
716
WealthTrak Capital Management
Virginia
$4.69K -$2.48K -18 -37%
SRCM
717
Signature Resources Capital Management
California
$4.54K – – –
HWA
718
HHM Wealth Advisors
Tennessee
$4.39K -$275 -2 -6%
WA
719
WPG Advisers
Maryland
$4.39K -$4.27K -31 -52%
WTA
720
Washington Trust Advisors
Massachusetts
$4.37K – – –
BAM
721
Bellevue Asset Management
Washington
$4.24K – – –
AA
722
Ancora Advisors
Ohio
$4.08K – – –
WTC
723
WhitTier Trust Company
Nevada
$3.93K -$102K -742 -97%
AWM
724
Abound Wealth Management
Tennessee
$3.78K -$275 -2 -7%
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$3.48K – – –
27 28
29
30 31