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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$37.1K -$4.75K -20 -11%
GRP
402
Global Retirement Partners
California
$36.9K +$5.7K +24 +17%
JWM
403
Janiczek Wealth Management
Colorado
$35.5K – – –
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$34.2K +$2.61K +11 +8%
TPCW
405
TD Private Client Wealth
New York
$32.6K – – –
RTC
406
Riverview Trust Company
Washington
$30.8K +$32.3K +136 New
LC
407
Lindbrook Capital
California
$30.3K -$238 -1 -0.7%
W
408
WealthCollab
Washington
$26.9K – – –
BTI
409
Blue Trust Inc
Georgia
$26.9K – – –
PFBT
410
Parkside Financial Bank & Trust
Missouri
$25.1K +$713 +3 +3%
LS
411
Livforsakringsbolaget Skandia
Sweden
$22.6K – – –
IA
412
IFP Advisors
Florida
$21.7K +$16.4K +69 +256%
CFO
413
CVA Family Office
Colorado
$19.2K – – –
EWA
414
EverSource Wealth Advisors
Alabama
$18.4K +$1.66K +7 +9%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$18K -$2.14K -9 -10%
RFG
416
RFP Financial Group
Georgia
$17.9K – – –
OC
417
Oakworth Capital
Alabama
$14.9K – – –
FFA
418
Farther Finance Advisors
California
$14.7K +$950 +4 +6%
AF
419
Allworth Financial
California
$14K – – –
FFA
420
Frazier Financial Advisors
Ohio
$14K – – –
MCM
421
MV Capital Management
Maryland
$12.9K -$238 -1 -2%
BWL
422
Bogart Wealth LLC
Virginia
$11.8K – – –
DSC
423
Duncker Streett & Co
Missouri
$11.3K – – –
TFIPS
424
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.3K – – –
GI
425
GAMMA Investing
California
$10.6K -$475 -2 -4%
15 16
17
18 19