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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
426
Root Financial Partners
California
$16.3K +$6.08K +391 +65%
SEP
427
Signature Equity Partners
Ohio
$15.1K +$14.4K +923 New
VCM
428
Versant Capital Management
Arizona
$14.9K +$1.26K +81 +10%
BFS
429
Burkett Financial Services
South Carolina
$14.4K – – –
MHR
430
Matthew Hamilton Rosenberg
$13.4K – – –
EWM
431
Evolution Wealth Management
Florida
$13.3K – – –
TWM
432
Tripletail Wealth Management
Florida
$13.2K – – –
MSFP
433
Mark Sheptoff Financial Planning
Connecticut
$13.1K +$12.5K +800 New
TSMHT
434
Thurston Springer Miller Herd & Titak
Indiana
$13.1K +$12.5K +800 New
CAL
435
Capital Advisors Ltd
Ohio
$13K – – –
DE
436
DV Equities
Illinois
$12.9K +$12.3K +790 New
TFA
437
Transamerica Financial Advisors
Florida
$12.8K +$12.1K +779 New
WPA
438
Wealth Preservation Advisors
Tennessee
$11.8K +$11.2K +719 New
BSB
439
Bangor Savings Bank
Maine
$11.6K -$2.33K -150 -18%
BTI
440
Blue Trust Inc
Georgia
$11.1K +$9.04K +581 +587%
HC
441
Hurley Capital
New York
$10.7K +$4.2K +270 +71%
AIC
442
Archer Investment Corporation
Indiana
$9.93K +$1.01K +65 +12%
HNB
443
Huntington National Bank
Ohio
$9.24K +$436 +28 +5%
GWM
444
Geneos Wealth Management
Colorado
$9.24K +$3.28K +211 +60%
QC
445
Quent Capital
New York
$8.85K -$4.05K -260 -33%
BWA
446
Basecamp Wealth Advisors
Washington
$8.46K +$8.03K +516 New
PWAM
447
Private Wealth Asset Management
Iowa
$8.33K – – –
W
448
WealthCollab
Washington
$8.23K – – –
BOJHT
449
Bank of Jackson Hole Trust
Wyoming
$8.23K +$7.81K +502 New
NFSG
450
Newbridge Financial Services Group
Florida
$8.2K -$109K -7,000 -93%
16 17
18
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