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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2751
Addison Advisors
Vermont
$81K +$19.9K +123 +26%
BI
2752
Bramshill Investments
Florida
$79K -$3.73K -23 -4%
RBC
2753
Roble Belko & Company
Pennsylvania
$79K – – –
PP
2754
PrairieView Partners
Minnesota
$77K – – –
LWA
2755
Lowe Wealth Advisors
Maryland
$76K +$32.4K +200 +55%
CFG
2756
CKW Financial Group
Hawaii
$75K – – –
CAM
2757
Costello Asset Management
Pennsylvania
$75K – – –
PCTC
2758
Perkins Coie Trust Company
Washington
$75K – – –
NOI
2759
Newton One Investments
Delaware
$74K – – –
AWM
2760
Ameliora Wealth Management
Switzerland
$74K +$95.3K +588 New
VC
2761
Vestor Capital
Illinois
$72K -$69.4K -428 -45%
FPFS
2762
First Personal Financial Services
North Carolina
$71K – – –
BAM
2763
Bellevue Asset Management
Washington
$70K – – –
OLVIG
2764
Oliver Lagore Vanvalin Investment Group
Michigan
$66K -$356K -2,197 -82%
MFT
2765
Moisand Fitzgerald Tamayo
Florida
$66K -$14.6K -90 -16%
BFPW
2766
BOK Financial Private Wealth
Colorado
$66K – – –
RA
2767
Resolute Advisors
California
$66K – – –
SC
2768
Schubert & Co
Texas
$64K +$13.1K +81 +21%
WWP
2769
WR Wealth Planners
Missouri
$63.2K +$2.27K +14 +3%
AIM
2770
Axiom Investment Management
New York
$63K +$74.2K +458 New
BEI
2771
Benjamin Edwards Inc
Missouri
$62K +$13.6K +84 +22%
PPWM
2772
PFG Private Wealth Management
Florida
$61K – – –
HWM
2773
HighMark Wealth Management
Minnesota
$60K – – –
OA
2774
Operose Advisors
Wisconsin
$60K – – –
SIC
2775
SJS Investment Consulting
Ohio
$59K +$71.3K +440 New
109 110
111
112 113