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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
801
JFS Wealth Advisors
Pennsylvania
$50.3K +$1.96K +15 +5%
GWM
802
Geneos Wealth Management
Colorado
$46.9K – – –
NFSG
803
Newbridge Financial Services Group
Florida
$46.5K +$131 +1 +0.3%
GSWM
804
Golden State Wealth Management
California
$46.4K – – –
LWCFA
805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.4K – – –
RBC
806
Roble Belko & Company
Pennsylvania
$46K – – –
UBP
807
Union Bancaire Privee
Switzerland
$43.7K +$42.1K +322 New
RF
808
Rossby Financial
Florida
$43.2K +$2.88K +22 +9%
W
809
WealthCollab
Washington
$42.6K +$2.75K +21 +8%
HAP
810
Harbor Asset Planning
Massachusetts
$41.2K – – –
FAM
811
Fulcrum Asset Management
United Kingdom
$39.5K +$33.3K +255 New
CIS
812
Custom Index Systems
New York
$39.2K +$33.1K +253 New
QL
813
Quarry LP
New York
$38.1K +$32.2K +246 New
WFA
814
West Financial Advisors
Iowa
$36.7K +$31K +237 New
BWA
815
Basecamp Wealth Advisors
Washington
$35.6K – – –
FA
816
Fedenia Advisers
Wisconsin
$33.9K +$28.6K +219 New
TWD
817
True Wealth Design
Ohio
$33.1K +$4.05K +31 +17%
ST
818
Smithfield Trust
Pennsylvania
$33K – – –
SL
819
Salomon & Ludwin
Virginia
$31.3K – – –
SWAG
820
Spectrum Wealth Advisory Group
California
$31.3K +$26.4K +202 New
BC
821
Broadwater Capital
Massachusetts
$31K – – –
NB
822
NBT Bank
New York
$31K – – –
CTC
823
Central Trust Company
Missouri
$30.5K – – –
MCM
824
Manchester Capital Management
Vermont
$30.3K -$5.75K -44 -18%
MCA
825
McGuire Capital Advisors
Oklahoma
$30.3K – – –
31 32
33
34 35