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RB Global
RBA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
WPG Advisers
Maryland
$2.68K +$526 +5 +28%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.21K – – –
WAG
528
Wilkerson Advisory Group
Missouri
$2.1K -$1.89K -18 -50%
CFO
529
CVA Family Office
Colorado
$2.1K – – –
BWL
530
Bogart Wealth LLC
Virginia
$2.1K +$316 +3 +20%
AAS
531
Ameritas Advisory Services
Nebraska
$1.98K +$1.79K +17 New
NEWAS
532
N.E.W. Advisory Services
Wisconsin
$1.98K +$1.79K +17 New
SWM
533
SHP Wealth Management
Massachusetts
$1.86K +$1.68K +16 New
CNBTD
534
Citizens National Bank Trust Department
Mississippi
$1.75K – – –
RWM
535
Rialto Wealth Management
New York
$1.75K +$1.05K +10 +200%
PWA
536
Physician Wealth Advisors
Utah
$1.4K -$421 -4 -25%
FFO
537
Fortitude Family Office
Arizona
$1.4K – – –
SEP
538
Signature Equity Partners
Ohio
$1.4K – – –
AF
539
Advisornet Financial
Minnesota
$1.4K +$105 +1 +9%
PS
540
Planning Strategies
Pennsylvania
$1.17K +$1.05K +10 New
SWM
541
Spire Wealth Management
Virginia
$1.06K +$210 +2 +29%
SFCL
542
Strengthening Families & Communities LLC
Massachusetts
$934 +$842 +8 New
DPW
543
DiNuzzo Private Wealth
Pennsylvania
$816 – – –
CJ
544
Caitlin John
Michigan
$815 – – –
EP
545
Essential Partners
California
$815 +$316 +3 +75%
DF
546
Dunhill Financial
United Kingdom
$715 – – –
QWM
547
Quaker Wealth Management
New Jersey
$699 +$210 +2 +50%
HHGA
548
Halbert Hargrove Global Advisors
California
$661 +$631 +6 New
TFA
549
Transamerica Financial Advisors
Florida
$518 +$210 +2 +100%
TC
550
Trust Company
Kansas
$466 – – –
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