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Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1201
Cary Street Partners
Virginia
$150K +$108K +589 New
SIA
1202
Strategic Investment Advisors
Michigan
$146K -$22.8K -124 -18%
AIM
1203
Acropolis Investment Management
Missouri
$144K -$21.2K -115 -17%
RAM
1204
Ramirez Asset Management
New York
$140K – – –
C
1205
Covestor
United Kingdom
$127K +$18K +98 +25%
FCAS
1206
First Command Advisory Services
Texas
$122K +$73.4K +399 +487%
WPWM
1207
Western Pacific Wealth Management
Illinois
$121K -$104K -567 -54%
VSQM
1208
V-Square Quantitative Management
Illinois
$115K +$5.15K +28 +7%
CTA
1209
Colonial Trust Advisors
South Carolina
$113K – – –
SWM
1210
SHP Wealth Management
Massachusetts
$111K +$42.9K +233 +114%
HNB
1211
Hilltop National Bank
Wyoming
$110K -$16.7K -91 -17%
AG
1212
AmeriFlex Group
Nevada
$103K -$31.3K -170 -30%
WSCM
1213
Wellington Shields Capital Management
New York
$102K – – –
CB
1214
Centennial Bank
Arkansas
$101K – – –
PTC
1215
Private Trust Company
Ohio
$101K +$29.1K +158 +66%
HIA
1216
Harbor Investment Advisory
Maryland
$100K -$253K -1,374 -78%
MPWT
1217
MassMutual Private Wealth & Trust
Connecticut
$99.8K +$5.7K +31 +9%
EC
1218
Elequin Capital
New York
$99.5K +$23K +125 +47%
CIAM
1219
Caitong International Asset Management
Hong Kong
$97.5K -$2.39M -12,976 -97%
CSPIA
1220
Cary Street Partners Investment Advisory
Virginia
$95.2K +$68.8K +374 New
ABWM
1221
Alpine Bank Wealth Management
Colorado
$90.3K +$65.3K +355 New
HWP
1222
Highline Wealth Partners
California
$89.8K +$45.8K +249 +239%
RF
1223
Rossby Financial
Florida
$89.6K -$17.5K -95 -21%
NWM
1224
Nova Wealth Management
Florida
$89.1K – – –
CWP
1225
Clark Wealth Partners
Illinois
$87.3K – – –
47 48
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