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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
2926
HC Financial Advisors
California
$93K +$2.51K +13 +2%
MFT
2927
Moisand Fitzgerald Tamayo
Florida
$93K +$91.8K +476 +476%
SFG
2928
Steward Financial Group
Texas
$92K -$2.12K -11 -2%
PP
2929
PrairieView Partners
Minnesota
$92K – – –
CT
2930
Clearstead Trust
Maine
$91K – – –
CAM
2931
Costello Asset Management
Pennsylvania
$89K -$22.8K -118 -18%
PCTC
2932
Perkins Coie Trust Company
Washington
$89K – – –
TFA
2933
Toth Financial Advisory
Virginia
$89K +$772 +4 +0.7%
FCG
2934
Financial Connections Group
California
$89K +$17.6K +91 +20%
CFG
2935
CKW Financial Group
Hawaii
$88K -$9.65K -50 -8%
NOI
2936
Newton One Investments
Delaware
$88K – – –
FPFS
2937
First Personal Financial Services
North Carolina
$85K -$38.6K -200 -28%
MUMSS
2938
Mitsubishi UFJ Morgan Stanley Securities
Japan
$85K – – –
BAM
2939
Bellevue Asset Management
Washington
$84K -$25.1K -130 -20%
GKIM
2940
GW&K Investment Management
Massachusetts
$83K +$24.1K +125 +32%
ARIS
2941
Advanced Research Investment Solutions
California
$81K +$68.5K +355 +241%
HFS
2942
Heritage Financial Services
Massachusetts
$80K +$96.5K +500 New
RA
2943
Resolute Advisors
California
$79K – – –
FIA
2944
FNY Investment Advisers
New York
$79K +$95.1K +493 New
BFPW
2945
BOK Financial Private Wealth
Colorado
$78K -$1.76M -9,144 -95%
CB
2946
Community Bank
New York
$77K -$39.5K -205 -30%
AA
2947
Addison Advisors
Vermont
$76K -$18.9K -98 -17%
KFS
2948
Kelly Financial Services
Massachusetts
$73.2K -$2.7K -14 -3%
PPWM
2949
PFG Private Wealth Management
Florida
$73K +$24.3K +126 +39%
WWP
2950
WR Wealth Planners
Missouri
$72.9K +$9.65K +50 +12%
116 117
118
119 120