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NCR Atleos
NATL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
301
Ankerstar Wealth
Texas
$724 +$713 +19 New
NEWAS
302
N.E.W. Advisory Services
Wisconsin
$648 – – –
CMBA
303
C.M. Bidwell & Associates
Hawaii
$610 – – –
TCM
304
Triumph Capital Management
Colorado
$610 +$600 +16 New
CIM
305
Contravisory Investment Management
Massachusetts
$572 – – –
BFS
306
Bare Financial Services
Pennsylvania
$572 +$563 +15 New
NS
307
NBC Securities
Alabama
$571 – – –
MAM
308
Marquette Asset Management
Minnesota
$534 +$525 +14 New
PWA
309
Physician Wealth Advisors
Utah
$496 – – –
MHR
310
Matthew Hamilton Rosenberg
$457 – – –
EB
311
Eastern Bank
Massachusetts
$381 – – –
VWM
312
Vermillion Wealth Management
Minnesota
$381 – – –
SIC
313
SJS Investment Consulting
Ohio
$305 – – –
WA
314
Whipplewood Advisors
Colorado
$267 – – –
KFAS
315
Keating Financial Advisory Services
Kansas
$267 +$263 +7 New
FRA
316
Front Row Advisors
California
$229 – – –
HAP
317
Harbor Asset Planning
Massachusetts
$229 – – –
MWA
318
Medallion Wealth Advisors
Connecticut
$229 – – –
TCM
319
TD Capital Management
Tennessee
$229 – – –
W
320
WealthCollab
Washington
$229 – – –
GWM
321
Gilpin Wealth Management
Colorado
$229 +$225 +6 New
AWM
322
Abound Wealth Management
Tennessee
$191 – – –
FMP
323
Financial Management Professionals
Texas
$191 – – –
ME
324
McIlrath & Eck
Washington
$191 – – –
SWIM
325
Smallwood Wealth Investment Management
New Jersey
$190 – – –
11 12
13
14 15