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SHAK

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
326
Tompkins Financial
New York
$4.42K – – –
WPA
327
Wealth Preservation Advisors
Tennessee
$4.07K +$4.23K +46 New
NA
328
NewEdge Advisors
Louisiana
$3.98K -$7.45K -81 -64%
EWA
329
EverSource Wealth Advisors
Alabama
$3.27K +$2.39K +26 +236%
IA
330
IFS Advisors
Kansas
$3.1K – – –
ADL
331
Asset Dedication LLC
California
$3.01K – – –
CFO
332
CVA Family Office
Colorado
$2.83K +$2.39K +26 +433%
LB
333
Legacy Bridge
Iowa
$2.65K – – –
AAP
334
Arax Advisory Partners
Colorado
$2.65K -$5.52K -60 -67%
1IA
335
1620 Investment Advisors
Massachusetts
$2.65K – – –
QL
336
Quarry LP
New York
$2.48K -$16K -174 -86%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$2.12K – – –
HNB
338
Huntington National Bank
Ohio
$2.12K – – –
ZBNA
339
Zions Bancorporation, National Association
Utah
$2.12K +$184 +2 +9%
CAL
340
Capital Advisors Ltd
Ohio
$2K – – –
RS
341
Rakuten Securities
Japan
$1.86K – – –
SS
342
Sunbelt Securities
Texas
$1.86K +$1.93K +21 New
CA
343
Clearstead Advisors
Ohio
$1.77K -$92 -1 -5%
BIA
344
Bell Investment Advisors
California
$1.77K – – –
HNW
345
High Note Wealth
Minnesota
$1.59K -$1.38K -15 -45%
FFO
346
Fortitude Family Office
Arizona
$1.15K +$1.2K +13 New
RWS
347
Retirement Wealth Solutions
Wisconsin
$974 -$92 -1 -8%
JWA
348
JFS Wealth Advisors
Pennsylvania
$974 +$368 +4 +57%
GSEP
349
Golden State Equity Partners
California
$884 +$920 +10 New
KFAS
350
Keating Financial Advisory Services
Kansas
$796 +$184 +2 +29%
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