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RDDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
726
Western Pacific Wealth Management
Illinois
$91.9K – – –
DE
727
DV Equities
Illinois
$91.9K +$84.1K +400 New
BTI
728
Blue Trust Inc
Georgia
$91.3K -$46.5K -221 -36%
SWA
729
SOA Wealth Advisors
New York
$86.9K +$21K +100 +36%
IIM
730
IFC & Insurance Marketing
California
$86K +$78.4K +373 New
EP
731
Essential Partners
California
$86K +$27.6K +131 +54%
APW
732
Atlantic Private Wealth
North Carolina
$86K +$78.7K +374 New
NEWAS
733
N.E.W. Advisory Services
Wisconsin
$80K – – –
SOAM
734
SBI Okasan Asset Management
Japan
$78.8K +$70.7K +336 New
SWM
735
SHP Wealth Management
Massachusetts
$77.8K +$71.3K +339 New
CWP
736
Concord Wealth Partners
Virginia
$73.3K -$29.2K -139 -30%
SFG
737
Strive Financial Group
Indiana
$72.9K +$66.7K +317 New
BF
738
BOK Financial
Oklahoma
$71.7K +$2.31K +11 +4%
GWM
739
Greenline Wealth Management
Florida
$69.4K +$63.5K +302 New
IUHSA
740
Itau Unibanco Holding S.A.
Brazil
$66.2K +$60.6K +288 New
GI
741
GAMMA Investing
California
$64.6K +$22.3K +106 +61%
RIL
742
Rothschild Investment LLC
Illinois
$62.2K +$35.3K +168 +163%
HNB
743
Huntington National Bank
Ohio
$61.8K -$210 -1 -0.4%
AUB
744
Atlantic Union Bankshares
Virginia
$60.7K +$40.8K +194 +277%
OAM
745
Ostrum Asset Management
France
$58.8K -$17.9K -85 -25%
SHIM
746
Stone House Investment Management
Pennsylvania
$57.5K +$21K +100 +67%
GKIM
747
GW&K Investment Management
Massachusetts
$53K +$20.8K +99 +76%
VFM
748
Vision Financial Markets
Connecticut
$52.9K – – –
FP
749
Financial Perspectives
Minnesota
$51.5K – – –
TFIPS
750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.6K +$31.5K +150 +214%
28 29
30
31 32