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MOD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
501
Wolff Wiese Magana
California
$12.1K – – –
AIS
502
Advocate Investing Services
Maryland
$11.7K – – –
GSEP
503
Golden State Equity Partners
California
$10.8K +$9.41K +50 New
FFO
504
Fortitude Family Office
Arizona
$10.6K +$2.82K +15 +44%
PTC
505
Private Trust Company
Ohio
$10.4K -$2.82K -15 -24%
CFO
506
CVA Family Office
Colorado
$10.2K +$8.85K +47 New
AF
507
Alerus Financial
North Dakota
$9.75K – – –
IUHSA
508
Itau Unibanco Holding S.A.
Brazil
$9.75K +$8.47K +45 New
BWL
509
Bogart Wealth LLC
Virginia
$9.54K +$3.2K +17 +63%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$9.1K -$66.8K -355 -89%
BTI
511
Blue Trust Inc
Georgia
$7.8K – – –
ZBNA
512
Zions Bancorporation, National Association
Utah
$7.8K +$4.71K +25 +227%
GA
513
GoalVest Advisory
New York
$7.15K +$6.21K +33 New
JWA
514
JFS Wealth Advisors
Pennsylvania
$6.93K – – –
LFG
515
Larson Financial Group
Missouri
$6.5K +$3.77K +20 +200%
WA
516
Westfuller Advisors
New York
$6.12K -$565 -3 -10%
MB
517
MidFirst Bank
Oklahoma
$5.42K -$245K -1,304 -98%
MAM
518
Meeder Asset Management
Ohio
$4.55K +$565 +3 +17%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$1.32K +7 +58%
CAL
520
Capital Advisors Ltd
Ohio
$4K – – –
MCM
521
Manchester Capital Management
Vermont
$3.9K – – –
FNWA
522
Financial Network Wealth Advisors
Utah
$3.47K – – –
MWA
523
Medallion Wealth Advisors
Connecticut
$3.47K – – –
MSWA
524
Marshall & Sterling Wealth Advisors
New York
$3.25K – – –
RCM
525
Raleigh Capital Management
North Carolina
$2.82K +$2.45K +13 New
19 20
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