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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.2K – – –
HIA
302
Harbor Investment Advisory
Maryland
$16.1K – – –
BFS
303
Beacon Financial Strategies
North Carolina
$15.2K – – –
AUB
304
Atlantic Union Bankshares
Virginia
$14.5K -$2.25K -10 -14%
ZBNA
305
Zions Bancorporation, National Association
Utah
$14.5K +$225 +1 +2%
N
306
Natixis
France
$14.5K +$14.2K +63 New
SIC
307
Salem Investment Counselors
North Carolina
$13.8K +$13.5K +60 New
BWA
308
Basecamp Wealth Advisors
Washington
$12K +$8.32K +37 +247%
KA
309
Kozak & Associates
Colorado
$11.7K – – –
DI
310
DAGCO Inc
Ohio
$11.5K – – –
HNB
311
Hilltop National Bank
Wyoming
$11.5K – – –
WBC
312
West Branch Capital
Massachusetts
$11.5K – – –
HWP
313
Highline Wealth Partners
California
$9.22K +$8.99K +40 New
KFAS
314
Keating Financial Advisory Services
Kansas
$8.53K +$7.65K +34 +1,133%
IA
315
IFP Advisors
Florida
$8.29K +$5.17K +23 +177%
PAI
316
Pittenger & Anderson Inc
Nebraska
$7.6K – – –
HAP
317
Harbor Asset Planning
Massachusetts
$7.6K – – –
PWMG
318
Private Wealth Management Group
New Jersey
$7.14K – – –
W
319
WealthCollab
Washington
$6.91K – – –
NRG
320
Nemes Rush Group
Michigan
$5.76K – – –
TPCW
321
TD Private Client Wealth
New York
$5.53K +$450 +2 +9%
TPWA
322
Twin Peaks Wealth Advisors
California
$5.53K +$5.4K +24 New
VWA
323
Valued Wealth Advisors
Utah
$5.07K +$4.95K +22 New
AWM
324
Ameliora Wealth Management
Switzerland
$4.61K – – –
CMA
325
Cedar Mountain Advisors
Oregon
$4.61K +$4.5K +20 New
11 12
13
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