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ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
651
V Wealth Advisors
Kansas
$239K +$204K +1,950 New
CBFP
652
Cedar Brook Financial Partners
Ohio
$235K +$201K +1,915 New
BCM
653
Beck Capital Management
Texas
$233K +$199K +1,900 New
PFA
654
Pathway Financial Advisors
Vermont
$233K +$209K +1,995 New
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$226K -$61.1K -583 -24%
OAM
656
Oak Asset Management
California
$225K +$192K +1,831 New
BG
657
Bollard Group
Massachusetts
$224K – – –
FFBTD
658
First Financial Bank - Trust Division
Ohio
$223K +$190K +1,814 New
WPP
659
Whalerock Point Partners
Rhode Island
$221K +$189K +1,800 New
IAM
660
Infusive Asset Management
New York
$219K +$187K +1,781 New
XM
661
XTX Markets
New York
$217K +$185K +1,768 New
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$215K +$183K +1,745 New
IWC
663
Integrated Wealth Concepts
Massachusetts
$213K +$181K +1,731 New
QCG
664
Quadrant Capital Group
Ohio
$211K +$4.72K +45 +3%
IWM
665
IHT Wealth Management
Illinois
$211K +$180K +1,716 New
QI
666
Qtron Investments
Massachusetts
$210K +$180K +1,713 New
CRC
667
Curi RMB Capital
Illinois
$207K +$177K +1,688 New
CAM
668
Cresset Asset Management
Illinois
$205K +$175K +1,667 New
M
669
MOTCO
Texas
$203K – – –
GHA
670
GW Henssler & Associates
Georgia
$202K +$172K +1,641 New
TA
671
Tiedemann Advisors
New York
$202K +$173K +1,650 New
CG
672
Cutler Group
California
$200K -$130K -1,240 -43%
SC
673
Steph & Co
Wisconsin
$199K -$20.5K -196 -11%
WT
674
Washington Trust
Rhode Island
$199K -$10.4K -99 -6%
BAM
675
Belpointe Asset Management
Nevada
$195K -$210 -2 -0.1%
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