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Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
676
Picton Mahoney Asset Management
Ontario, Canada
$12.5K +$11.8K +230 New
W
677
WealthCollab
Washington
$12.4K – – –
CAL
678
Capital Advisors Ltd
Ohio
$12K +$1.18K +23 +12%
WT
679
Whittier Trust
California
$11.7K – – –
CT
680
Clearstead Trust
Maine
$11.4K +$872 +17 +9%
OCM
681
Osbon Capital Management
Massachusetts
$11.4K +$10.8K +211 New
MCM
682
Manchester Capital Management
Vermont
$11.3K -$40.6K -791 -79%
PWMG
683
Prestige Wealth Management Group
New Jersey
$11.2K -$7.75K -151 -42%
GA
684
GoalVest Advisory
New York
$11.1K +$10.5K +205 New
CPG
685
Cornerstone Planning Group
New Jersey
$11K +$7.64K +149 +710%
BIA
686
Bell Investment Advisors
California
$11K -$769 -15 -7%
SWA
687
SOA Wealth Advisors
New York
$10.8K – – –
GWSG
688
GPS Wealth Strategies Group
Colorado
$10.6K -$103 -2 -1%
CAL
689
Capital Analysts LLC
Pennsylvania
$10K – – –
FCG
690
Financial Connections Group
California
$10K – – –
AG
691
AmeriFlex Group
Nevada
$9.96K -$9.44K -184 -50%
TFA
692
Transamerica Financial Advisors
Florida
$9.69K -$4.67K -91 -34%
TFA
693
Toth Financial Advisory
Virginia
$9.37K +$3.75K +73 +73%
MAM
694
Morse Asset Management
Connecticut
$9.21K -$715K -13,941 -99%
KG
695
Kilter Group
New York
$9.1K +$410 +8 +5%
CCM
696
Chilton Capital Management
Texas
$8.83K +$513 +10 +7%
OP
697
ORG Partners
Indiana
$8.55K -$8.41K -164 -51%
JWA
698
JFS Wealth Advisors
Pennsylvania
$7.69K +$2.98K +58 +69%
SGK
699
Steigerwald Gordon & Koch
Virginia
$7.63K +$2.1K +41 +41%
MA
700
Montag & Associates
Georgia
$7.09K -$4.16K -81 -38%
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