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RDDT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$67.7K -$1.36K -8 -2%
CFO
627
CVA Family Office
Colorado
$67.6K +$2.55K +15 +3%
GAA
628
Global Assets Advisory
Florida
$67.6K +$85.4K +502 New
CA
629
Cache Advisors
California
$60.1K +$75.9K +446 New
NFSG
630
Newbridge Financial Services Group
Florida
$57.9K -$861K -5,057 -92%
IRAG
631
Investment Research & Advisory Group
Georgia
$57.9K – – –
FHC
632
First Horizon Corporation
Tennessee
$56.7K -$5.28K -31 -7%
HNB
633
Huntington National Bank
Ohio
$54.5K +$23.1K +136 +51%
PWM
634
Peterson Wealth Management
Nevada
$54.5K +$68.9K +405 New
WPWM
635
Western Pacific Wealth Management
Illinois
$53.9K – – –
GFM
636
GF Fund Management
China
$53.5K +$67.6K +397 New
WSFS
637
Wilmington Savings Fund Society
Delaware
$52.5K -$226K -1,325 -77%
TWM
638
TopTier Wealth Management
Wisconsin
$51.2K +$64.7K +380 New
SWA
639
SOA Wealth Advisors
New York
$50.9K – – –
APW
640
Atlantic Private Wealth
North Carolina
$50.4K – – –
TPCW
641
TD Private Client Wealth
New York
$49.7K +$27.4K +161 +77%
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$48.2K +$1.7K +10 +3%
LCA
643
Legend Capital Advisors
New York
$46.9K +$59.2K +348 New
CCWM
644
Cassaday & Co Wealth Management
Virginia
$46.3K +$58.5K +344 New
HFM
645
Harvest Fund Management
China
$46K -$404K -2,374 -88%
AUB
646
Atlantic Union Bankshares
Virginia
$42.7K +$9.02K +53 +20%
VSQM
647
V-Square Quantitative Management
Illinois
$42.5K +$53.8K +316 New
GKIM
648
GW&K Investment Management
Massachusetts
$35K +$4.93K +29 +13%
VFM
649
Vision Financial Markets
Connecticut
$31K – – –
FP
650
Financial Perspectives
Minnesota
$30.2K – – –
24 25
26
27 28