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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
901
True Wealth Design
Ohio
$56.3K – – –
NS
902
NBC Securities
Alabama
$55.8K -$1.02K -5 -2%
AP
903
Aspect Partners
Virginia
$55.4K +$1.63K +8 +3%
CPG
904
Cornerstone Planning Group
New Jersey
$54.7K +$31K +152 +162%
QL
905
Quarry LP
New York
$54.5K +$32.3K +158 +165%
HNB
906
Huntington National Bank
Ohio
$53.2K -$6.53K -32 -11%
AF
907
Advisornet Financial
Minnesota
$52.8K -$20.6K -101 -29%
MAM
908
Meeder Asset Management
Ohio
$52.1K +$13.3K +65 +37%
CFB
909
Cullen/Frost Bankers
Texas
$50.6K +$1.23K +6 +3%
HWM
910
Hemington Wealth Management
Virginia
$49K +$2.86K +14 +7%
RIL
911
Rothschild Investment LLC
Illinois
$48.1K +$12.5K +61 +37%
MG
912
Mather Group
Illinois
$46.9K +$44.7K +219 New
RF
913
Rossby Financial
Florida
$45.8K +$22K +108 +105%
JWM
914
JPL Wealth Management
Colorado
$44.9K +$42.7K +209 New
SL
915
Salomon & Ludwin
Virginia
$40.5K +$38.2K +187 New
AA
916
Ancora Advisors
Ohio
$38.6K – – –
W
917
WealthCollab
Washington
$37.1K – – –
SHIM
918
Stone House Investment Management
Pennsylvania
$34.3K +$28.6K +140 +700%
BBHC
919
Brown Brothers Harriman & Co
New York
$33.7K +$11.4K +56 +55%
BIA
920
Bell Investment Advisors
California
$33.5K +$1.02K +5 +3%
WA
921
WPG Advisers
Maryland
$32.4K -$15.5K -76 -33%
LB
922
Legacy Bridge
Iowa
$32.2K – – –
MSFP
923
Mark Sheptoff Financial Planning
Connecticut
$32.2K – – –
AG
924
AmeriFlex Group
Nevada
$31.8K +$15.5K +76 +106%
QWM
925
Quaker Wealth Management
New Jersey
$31.5K -$3.88K -19 -11%
35 36
37
38 39