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Rollins
ROL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
726
Westside Investment Management
California
$15.9K – – –
ZBNA
727
Zions Bancorporation, National Association
Utah
$15.6K +$3.81K +64 +28%
TWD
728
True Wealth Design
Ohio
$14.5K +$595 +10 +4%
WA
729
Westfuller Advisors
New York
$14.1K +$1.37K +23 +10%
LI
730
LRI Investments
Florida
$14.1K -$121K -2,029 -88%
OCWP
731
Owl Creek Wealth Partners
Colorado
$13.9K +$15.5K +260 New
JWA
732
JFS Wealth Advisors
Pennsylvania
$13.8K +$714 +12 +5%
SC
733
Solstein Capital
California
$13.1K – – –
AF
734
Advisornet Financial
Minnesota
$13.1K +$893 +15 +6%
CH
735
Cromwell Holdings
Wyoming
$13K – – –
CA
736
Clearstead Advisors
Ohio
$13K -$53.3K -895 -79%
SIC
737
SJS Investment Consulting
Ohio
$12.2K -$4.58K -77 -25%
RWM
738
Rialto Wealth Management
New York
$12.2K +$11.2K +188 +470%
CT
739
Caldwell Trust
Florida
$12K – – –
MFP
740
Meramec Financial Planners
Missouri
$11.2K – – –
BFP
741
Birchwood Financial Partners
Minnesota
$10.7K – – –
KFG
742
Kingdom Financial Group
Arizona
$10.7K +$11.9K +200 New
LAS
743
Lloyd Advisory Services
Georgia
$10.7K +$11.9K +200 New
RF
744
Robinswood Financial
Washington
$10.7K – – –
FFO
745
Fortitude Family Office
Arizona
$10.3K +$5.42K +91 +89%
C
746
Covestor
United Kingdom
$10K -$8.75K -147 -45%
GSEP
747
Golden State Equity Partners
California
$9.88K +$11K +185 New
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$9.83K +$5.59K +94 +104%
PWMG
749
Private Wealth Management Group
New Jersey
$9.72K – – –
MCM
750
MV Capital Management
Maryland
$9.45K -$60 -1 -0.6%
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30
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