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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1076
Edmond de Rothschild Holding
Switzerland
$64K – – –
GA
1077
GoalVest Advisory
New York
$61.6K +$5.52K +11 +9%
WSFS
1078
Wilmington Savings Fund Society
Delaware
$61.6K +$31.1K +62 +95%
CSP
1079
Cary Street Partners
Virginia
$58.7K -$50.2K -100 -45%
DWP
1080
Destiny Wealth Partners
Florida
$58.7K +$60.7K +121 New
NWMP
1081
Noble Wealth Management PBC
Colorado
$57.7K – – –
TPWA
1082
Twin Peaks Wealth Advisors
California
$56.3K +$58.2K +116 New
APW
1083
Aventura Private Wealth
Florida
$55.3K +$5.02K +10 +10%
ACM
1084
Anfield Capital Management
California
$55.3K +$56.2K +112 +5,600%
TGY2IT
1085
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$54.8K +$56.7K +113 New
CYG
1086
Clean Yield Group
Vermont
$53.3K – – –
RS
1087
Rakuten Securities
Japan
$52.9K -$14.6K -29 -21%
SIS
1088
Sound Income Strategies
Florida
$51.7K +$2.51K +5 +5%
TFM
1089
TFC Financial Management
Massachusetts
$51.4K – – –
CI
1090
CAZ Investments
Texas
$48.5K – – –
PF
1091
PlanVest Financial
Maryland
$48.5K +$50.2K +100 New
PWA
1092
Physician Wealth Advisors
Utah
$46.6K +$41.7K +83 +638%
CPG
1093
Cornerstone Planning Group
New Jersey
$45.7K +$6.02K +12 +12%
SL
1094
Salomon & Ludwin
Virginia
$45.5K +$29.6K +59 +174%
WTA
1095
Washington Trust Advisors
Massachusetts
$45.5K -$22.6K -45 -32%
LI
1096
LRI Investments
Florida
$45.4K -$118K -235 -71%
STB
1097
S&T Bank
Pennsylvania
$44.6K +$36.6K +73 +384%
KFA
1098
Kelleher Financial Advisors
New York
$43.6K – – –
AA
1099
Ancora Advisors
Ohio
$43.6K +$34.1K +68 +309%
PWAM
1100
Private Wealth Asset Management
Iowa
$42.2K -$502 -1 -1%
42 43
44
45 46