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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
701
J. Safra Asset Management
New York
$15.6K +$17.1K +609 New
SRCM
702
Signature Resources Capital Management
California
$15.4K – – –
RWS
703
Retirement Wealth Solutions
Wisconsin
$15.3K -$2.05K -73 -11%
CIAM
704
Caitong International Asset Management
Hong Kong
$15.3K -$3.73K -133 -18%
FNWA
705
Financial Network Wealth Advisors
Utah
$15.3K -$5.75K -205 -26%
CPG
706
Cornerstone Planning Group
New Jersey
$15.2K +$18.6K +661 +3,005%
IA
707
IFS Advisors
Kansas
$15.1K – – –
PWMG
708
Prestige Wealth Management Group
New Jersey
$14.7K – – –
VWA
709
Valued Wealth Advisors
Utah
$14.7K – – –
FFA
710
Frazier Financial Advisors
Ohio
$14K – – –
SGK
711
Steigerwald Gordon & Koch
Virginia
$13.9K +$4.74K +169 +45%
CFS
712
Compass Financial Services
Iowa
$13.3K +$56 +2 +0.4%
FC
713
Financial Consulate
Maryland
$13.2K +$3.4K +121 +31%
CFFP
714
Center for Financial Planning
Michigan
$13.1K – – –
CFG
715
CKW Financial Group
Hawaii
$13K +$56.1K +2,000 +400%
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$12.9K – – –
ME
717
McIlrath & Eck
Washington
$12.8K – – –
MAS
718
MPWM Advisory Solutions
Georgia
$12.8K – – –
B
719
Bayban
Minnesota
$12.8K +$14K +500 New
TF
720
Tompkins Financial
New York
$12.7K – – –
SWP
721
Strategic Wealth Partners
Ohio
$12.1K – – –
MNA
722
Manning & Napier Advisors
New York
$12K -$5.33K -190 -29%
WTA
723
Washington Trust Advisors
Massachusetts
$11.7K – – –
CHC
724
City Holding Co
West Virginia
$11.7K – – –
AFG
725
Albion Financial Group
Utah
$11.5K – – –
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