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RB Global
RBA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
476
Frazier Financial Advisors
Ohio
$7.38K – – –
IA
477
IFP Advisors
Florida
$7.38K -$16.2K -153 -67%
1IA
478
1620 Investment Advisors
Massachusetts
$7.29K – – –
JFA
479
JNBA Financial Advisors
Minnesota
$6.71K +$7.42K +70 New
KAS
480
Kemnay Advisory Services
New York
$6.61K +$7.31K +69 New
WWM
481
Wolff Wiese Magana
California
$6.33K – – –
RFP
482
Root Financial Partners
California
$6.33K +$6.15K +58 +725%
LFG
483
Larson Financial Group
Missouri
$6.04K -$10.4K -98 -61%
MAM
484
Marquette Asset Management
Minnesota
$6.04K -$1.27K -12 -16%
SIS
485
Sound Income Strategies
Florida
$5.89K +$106 +1 +2%
MSWM
486
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K +$6.36K +60 New
RWS
487
Retirement Wealth Solutions
Wisconsin
$5.66K +$1.38K +13 +28%
CFM
488
Cornerstone Financial Management
Massachusetts
$5.46K +$1.48K +14 +33%
CAL
489
Capital Advisors Ltd
Ohio
$5K +$2.12K +20 +59%
OC
490
Oakworth Capital
Alabama
$4.98K – – –
IWS
491
Intentional Wealth Strategies
Colorado
$4.89K +$5.41K +51 New
TWD
492
True Wealth Design
Ohio
$4.41K +$2.12K +20 +77%
RIL
493
Rothschild Investment LLC
Illinois
$4.29K -$212 -2 -4%
EI
494
EFG International
$4.03K +$4.45K +42 New
AW
495
Avion Wealth
Texas
$4K +$530 +5 +13%
PWMG
496
Private Wealth Management Group
New Jersey
$3.93K +$4.35K +41 New
DWM
497
Dogwood Wealth Management
Kansas
$3.64K +$4.03K +38 New
WAG
498
Wilkerson Advisory Group
Missouri
$3.45K -$530 -5 -12%
TC
499
Tacita Capital
Ontario, Canada
$3.44K -$17.7K -167 -82%
BCM
500
Boreal Capital Management
Florida
$3.35K – – –
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