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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1151
Peoples Financial Services Corp
Pennsylvania
$110K – – –
A
1152
Allianz
Germany
$109K +$9.65K +200 +9%
PNC
1153
Park National Corp
Ohio
$106K +$113K +2,345 New
TWD
1154
True Wealth Design
Ohio
$105K +$12.1K +250 +12%
CFO
1155
CVA Family Office
Colorado
$105K +$84.7K +1,755 +308%
CAM
1156
Close Asset Management
United Kingdom
$105K -$6.37K -132 -5%
RFP
1157
Root Financial Partners
California
$99.9K -$63K -1,306 -37%
LWM
1158
Lodestone Wealth Management
Washington
$99.6K -$9.8K -203 -8%
BTI
1159
Blue Trust Inc
Georgia
$97.6K -$43.7K -905 -30%
C
1160
Covestor
United Kingdom
$96K +$1.01K +21 +1%
BC
1161
Barrett & Company
Rhode Island
$92.5K -$44.2K -915 -31%
LI
1162
LRI Investments
Florida
$91.9K +$28K +580 +40%
FAMI
1163
Fideuram Asset Management (Ireland)
$91.8K -$926K -19,190 -91%
AW
1164
Ankerstar Wealth
Texas
$91.2K +$53.5K +1,108 +122%
MG
1165
Mather Group
Illinois
$88.5K +$94.5K +1,957 New
OC
1166
Oakworth Capital
Alabama
$87.7K +$917 +19 +1%
PWPS
1167
Pinnacle Wealth Planning Services
Ohio
$84.5K -$224K -4,632 -71%
FWA
1168
Flagship Wealth Advisors
Massachusetts
$82.2K +$51K +1,056 +2,112%
BWAM
1169
Boyd Watterson Asset Management
Ohio
$81.8K -$442K -9,156 -84%
CM
1170
Capula Management
Cayman Islands
$80.8K -$78M -1,615,553 -100%
DIP
1171
DT Investment Partners
Pennsylvania
$80.5K – – –
CI
1172
Corient IA
Florida
$80.5K +$85.9K +1,780 New
GSWM
1173
Golden State Wealth Management
California
$78.1K -$88K -1,824 -51%
BWA
1174
Basecamp Wealth Advisors
Washington
$78.1K -$23.6K -489 -22%
TLA
1175
Tanglewood Legacy Advisors
Texas
$77.3K – – –
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