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ROKU

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
526
O'Dell Group
Ohio
$5.96K +$5.44K +65 New
DWMG
527
DB Wealth Management Group
California
$5.5K +$5.02K +60 New
TFIPS
528
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.5K +$5.02K +60 New
GFPC
529
Global Financial Private Client
Florida
$4.86K – – –
CFO
530
CVA Family Office
Colorado
$4.86K +$4.43K +53 New
MSWM
531
McGlone Suttner Wealth Management
Wisconsin
$4.86K +$4.43K +53 New
BWM
532
Baystate Wealth Management
Massachusetts
$4.7K +$2.17K +26 +104%
GBT
533
Grove Bank & Trust
Florida
$4.58K -$8.95K -107 -68%
CIM
534
Contravisory Investment Management
Massachusetts
$4.58K – – –
CAM
535
Clarity Asset Management
Iowa
$4.58K +$4.18K +50 New
OPTFSNA
536
Old Point Trust & Financial Services N A
Virginia
$4.58K +$4.18K +50 New
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.4K – – –
CMBA
538
C.M. Bidwell & Associates
Hawaii
$4.22K – – –
IPW
539
Impact Partnership Wealth
Georgia
$4.17K -$2.09K -25 -35%
ZB
540
Zions Bancorporation
Utah
$4.13K -$669 -8 -15%
MTIC
541
Missouri Trust & Investment Company
Missouri
$4.13K – – –
ICM
542
Islay Capital Management
Texas
$3.67K – – –
TC
543
Trust Company
Kansas
$3.67K – – –
SA
544
Scarborough Advisors
Maryland
$3.67K +$3.35K +40 New
PP
545
PFS Partners
New Jersey
$3.58K – – –
ME
546
McIlrath & Eck
Washington
$3.48K +$1.67K +20 +111%
HFM
547
Hartford Financial Management
Connecticut
$3.21K – – –
JPWM
548
Jamison Private Wealth Management
Georgia
$3.02K – – –
VNA
549
Valley National Advisers
Pennsylvania
$3K +$2.93K +35 New
PWMG
550
Private Wealth Management Group
New Jersey
$2.93K +$2.68K +32 New
20 21
22
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