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RYAAY

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
301
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.8K – – –
GSWM
302
Golden State Wealth Management
California
$31.1K – – –
POIA
303
Pin Oak Investment Advisors
Texas
$31K +$118 +2 +0.4%
PB
304
Pinnacle Bancorp
Nebraska
$28.9K -$57.7K -979 -69%
CIS
305
Custom Index Systems
New York
$26.7K +$24.3K +412 New
PWPS
306
Pinnacle Wealth Planning Services
Ohio
$21.7K -$4.48K -76 -18%
FFA
307
Frazier Financial Advisors
Ohio
$20K – – –
FIA
308
FNY Investment Advisers
New York
$20K – – –
RC
309
Rexford Capital
Texas
$17.4K – – –
FHC
310
First Horizon Corporation
Tennessee
$17.1K – – –
JAM
311
JCIC Asset Management
Ontario, Canada
$16.8K – – –
SNB
312
Security National Bank
Nebraska
$14.4K -$177 -3 -1%
IFWM
313
Institute for Wealth Management
Colorado
$14.1K +$12.8K +217 New
BWA
314
Basecamp Wealth Advisors
Washington
$13.1K -$531 -9 -4%
LI
315
LRI Investments
Florida
$12.2K -$5.78K -98 -34%
CA
316
Continuum Advisory
Idaho
$12.2K +$11.1K +188 New
CA
317
Clearstead Advisors
Ohio
$10.6K +$3.01K +51 +46%
OC
318
Oakworth Capital
Alabama
$10.2K – – –
SGFG
319
Silver Grove Financial Group
New York
$9.97K +$9.08K +154 New
HCM
320
Hollencrest Capital Management
California
$9.71K – – –
SEP
321
Signature Equity Partners
Ohio
$9.39K +$3.24K +55 +61%
W
322
WealthCollab
Washington
$9.06K -$3.89K -66 -32%
LFG
323
Larson Financial Group
Missouri
$8.81K +$3.83K +65 +92%
CPG
324
Cornerstone Planning Group
New Jersey
$8K – – –
JSAM
325
J. Safra Asset Management
New York
$7.83K -$590 -10 -8%
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