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NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$6.7K +$908 +12 +18%
WB
577
Webster Bank
Connecticut
$6.62K – – –
EWP
578
Elevation Wealth Partners
California
$6.53K – – –
HNW
579
High Note Wealth
Minnesota
$6.36K – – –
JWM
580
JPL Wealth Management
Colorado
$6.28K +$5.67K +75 New
1IA
581
1620 Investment Advisors
Massachusetts
$6.28K – – –
AIM
582
Anchor Investment Management
South Carolina
$6.28K +$5.67K +75 New
TFA
583
Transamerica Financial Advisors
Florida
$6.04K +$2.35K +31 +76%
CAL
584
Capital Advisors Ltd
Ohio
$5K – – –
CI
585
CX Institutional
Indiana
$5K +$3.1K +41 +171%
MAM
586
Marquette Asset Management
Minnesota
$4.94K +$2.72K +36 +157%
WA
587
Whipplewood Advisors
Colorado
$4.69K +$4.24K +56 New
RIAS
588
Rachor Investment Advisory Services
Michigan
$4.52K – – –
PWA
589
Physician Wealth Advisors
Utah
$4.27K +$832 +11 +28%
SS
590
Sunbelt Securities
Texas
$4.1K – – –
S
591
Sachetta
Massachusetts
$4.1K +$681 +9 +23%
CAL
592
Capital Analysts LLC
Pennsylvania
$4K +$3.4K +45 New
KG
593
Kilter Group
New York
$3.94K +$605 +8 +21%
ZBNA
594
Zions Bancorporation, National Association
Utah
$3.6K +$3.25K +43 New
BGAI
595
Bruce G. Allen Investments
Colorado
$2.93K – – –
MA
596
MCF Advisors
Kentucky
$2.93K +$2.65K +35 New
NFSG
597
Newbridge Financial Services Group
Florida
$2.93K +$2.65K +35 New
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$2.85K +$2.42K +32 +1,600%
PWMG
599
Prestige Wealth Management Group
New Jersey
$2.76K – – –
GSWM
600
Golden State Wealth Management
California
$2.68K – – –
22 23
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