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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
551
LRI Investments
Florida
$16.3K +$4.77K +49 +40%
NFSG
552
Newbridge Financial Services Group
Florida
$15.6K – – –
EB
553
Eastern Bank
Massachusetts
$15.1K – – –
SWM
554
SHP Wealth Management
Massachusetts
$15.1K +$1.17K +12 +8%
SS
555
Sunbelt Securities
Texas
$15K -$1.66K -17 -10%
TFGT
556
TS Financial Group (TSFG)
Illinois
$15K – – –
KFAS
557
Keating Financial Advisory Services
Kansas
$14.5K -$2.82K -29 -16%
NECFA
558
New England Capital Financial Advisors
Connecticut
$14.2K – – –
NWS
559
Nvest Wealth Strategies
Ohio
$14.2K – – –
CA
560
Clearstead Advisors
Ohio
$13.8K -$208K -2,135 -94%
CTB
561
Country Trust Bank
Illinois
$13.8K +$13.7K +141 +2,820%
BWL
562
Bogart Wealth LLC
Virginia
$13.6K +$584 +6 +4%
SL
563
Salomon & Ludwin
Virginia
$13.4K – – –
PFBT
564
Parkside Financial Bank & Trust
Missouri
$13.3K +$2.73K +28 +25%
CI
565
CX Institutional
Indiana
$13K +$13.5K +139 New
ZBNA
566
Zions Bancorporation, National Association
Utah
$12.7K +$292 +3 +2%
PCFFS
567
Pacific Center for Financial Services
California
$12.3K – – –
DWA
568
Delos Wealth Advisors
Texas
$12.3K +$12.7K +130 New
HPC
569
HM Payson & Co
Maine
$11.8K -$8.08K -83 -40%
RF
570
Rossby Financial
Florida
$11.8K +$10.6K +109 +727%
PTC
571
Private Trust Company
Ohio
$11.4K +$8.08K +83 +218%
QCG
572
Quadrant Capital Group
Ohio
$9.94K +$682 +7 +7%
EWP
573
Elevation Wealth Partners
California
$9.75K +$2.73K +28 +37%
CAM
574
Costello Asset Management
Pennsylvania
$9.46K – – –
DJSG
575
D.J. St. Germain
Massachusetts
$9.46K – – –
21 22
23
24 25