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NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
576
Webster Bank
Connecticut
$6.62K – – –
EWP
577
Elevation Wealth Partners
California
$6.53K – – –
HNW
578
High Note Wealth
Minnesota
$6.36K – – –
JWM
579
JPL Wealth Management
Colorado
$6.28K +$5.67K +75 New
1IA
580
1620 Investment Advisors
Massachusetts
$6.28K – – –
AIM
581
Anchor Investment Management
South Carolina
$6.28K +$5.67K +75 New
TFA
582
Transamerica Financial Advisors
Florida
$6.04K +$2.35K +31 +76%
CAL
583
Capital Advisors Ltd
Ohio
$5K – – –
CI
584
CX Institutional
Indiana
$5K +$3.1K +41 +171%
MAM
585
Marquette Asset Management
Minnesota
$4.94K +$2.72K +36 +157%
WA
586
Whipplewood Advisors
Colorado
$4.69K +$4.24K +56 New
RIAS
587
Rachor Investment Advisory Services
Michigan
$4.52K – – –
PWA
588
Physician Wealth Advisors
Utah
$4.27K +$832 +11 +28%
SS
589
Sunbelt Securities
Texas
$4.1K – – –
S
590
Sachetta
Massachusetts
$4.1K +$681 +9 +23%
CAL
591
Capital Analysts LLC
Pennsylvania
$4K +$3.4K +45 New
KG
592
Kilter Group
New York
$3.94K +$605 +8 +21%
ZBNA
593
Zions Bancorporation, National Association
Utah
$3.6K +$3.25K +43 New
BGAI
594
Bruce G. Allen Investments
Colorado
$2.93K – – –
MA
595
MCF Advisors
Kentucky
$2.93K +$2.65K +35 New
NFSG
596
Newbridge Financial Services Group
Florida
$2.93K +$2.65K +35 New
PWPS
597
Pinnacle Wealth Planning Services
Ohio
$2.85K +$2.42K +32 +1,600%
PWMG
598
Prestige Wealth Management Group
New Jersey
$2.76K – – –
GSWM
599
Golden State Wealth Management
California
$2.68K – – –
RWM
600
Rialto Wealth Management
New York
$2.6K +$756 +10 +48%
22 23
24
25 26