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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1026
Stelac Advisory Services
New York
$111K – – –
RQS
1027
Ramsey Quantitative Systems
Kentucky
$108K +$114K +2,500 New
M
1028
MOTCO
Texas
$107K +$105K +2,314 +1,420%
OA
1029
Operose Advisors
Wisconsin
$106K -$500 -11 -0.4%
CWM
1030
Consultiva Wealth Management
Puerto Rico
$106K – – –
SWM
1031
Spire Wealth Management
Virginia
$105K -$5.05K -111 -4%
PFSC
1032
Peoples Financial Services Corp
Pennsylvania
$104K -$1.23K -27 -1%
OL
1033
OneFund LLC
Florida
$104K -$7.6K -167 -6%
OAJ
1034
Ogorek Anthony Joseph
New York
$103K -$3.27K -72 -3%
NB
1035
NBT Bank
New York
$99.5K -$270K -5,936 -72%
BTI
1036
Blue Trust Inc
Georgia
$97.9K +$4.96K +109 +5%
SH
1037
SLT Holdings
Arizona
$97.2K +$101K +2,221 +7,659%
PNC
1038
Park National Corp
Ohio
$96.2K -$5.28K -116 -5%
BC
1039
Broadwater Capital
Massachusetts
$95K – – –
CH
1040
Cromwell Holdings
Wyoming
$94.7K -$47.3K -1,040 -32%
LWM
1041
Lodestone Wealth Management
Washington
$90.4K -$5.05K -111 -5%
AW
1042
Ankerstar Wealth
Texas
$87.3K +$227 +5 +0.2%
GBT
1043
Grove Bank & Trust
Florida
$87.2K -$164K -3,600 -64%
DIP
1044
DT Investment Partners
Pennsylvania
$83.3K +$6.82K +150 +8%
OC
1045
Oakworth Capital
Alabama
$80.8K -$4.73K -104 -5%
CPG
1046
Cornerstone Planning Group
New Jersey
$79.4K -$4.23K -93 -6%
WAM
1047
Wolverine Asset Management
Illinois
$79K +$83.2K +1,830 New
BWA
1048
Basecamp Wealth Advisors
Washington
$78.8K +$4.5K +99 +6%
BWAM
1049
Boyd Watterson Asset Management
Ohio
$78.1K – – –
ZBNA
1050
Zions Bancorporation, National Association
Utah
$77.9K +$4.64K +102 +6%
40 41
42
43 44