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Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1526
Union Savings Bank
Connecticut
$159K – – –
JWM
1527
Janiczek Wealth Management
Colorado
$157K +$1.26K +10 +0.9%
A
1528
AJOVista
Massachusetts
$157K +$140K +1,110 New
VAG
1529
VisionPoint Advisory Group
Texas
$156K +$16.4K +130 +13%
CWC
1530
Carolinas Wealth Consulting
North Carolina
$153K -$34K -270 -20%
FPFS
1531
First Personal Financial Services
North Carolina
$152K – – –
W
1532
WealthCollab
Washington
$146K +$130K +1,035 New
UCB
1533
United Community Bank
South Carolina
$145K +$129K +1,025 New
WPWM
1534
Western Pacific Wealth Management
Illinois
$142K – – –
DPW
1535
DiNuzzo Private Wealth
Pennsylvania
$138K +$124K +980 New
RIL
1536
Rothschild Investment LLC
Illinois
$136K +$122K +965 New
HIIFS
1537
Harel Insurance Investments & Financial Services
Israel
$136K -$44.1K -350 -27%
OA
1538
Operose Advisors
Wisconsin
$132K +$47.9K +380 +68%
CT
1539
Caldwell Trust
Florida
$124K +$48.5K +385 +78%
MSWM
1540
McGlone Suttner Wealth Management
Wisconsin
$124K +$111K +880 New
WIM
1541
Westside Investment Management
California
$124K +$3.15K +25 +3%
PTC
1542
Private Trust Company
Ohio
$122K -$15.8K -125 -13%
EFMH
1543
E Fund Management (HK)
Hong Kong
$119K +$47.3K +375 +81%
OCM
1544
Osterweis Capital Management
California
$116K – – –
KI
1545
Kapitalo Investimentos
Brazil
$114K +$102K +810 New
PIM
1546
Plato Investment Management
Australia
$114K +$102K +810 New
MSE
1547
MUFG Securities EMEA
United Kingdom
$110K -$222K -1,760 -69%
MCM
1548
MV Capital Management
Maryland
$110K +$4.41K +35 +5%
FMII
1549
Farmers & Merchants Investments Inc
Nebraska
$106K -$2.52K -20 -3%
RAM
1550
Ramirez Asset Management
New York
$106K – – –
60 61
62
63 64