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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
526
McIlrath & Eck
Washington
$20.6K – – –
CAM
527
Clarity Asset Management
Iowa
$19.7K – – –
CT
528
Caldwell Trust
Florida
$19.1K -$61.3K -325 -76%
BCPWM
529
Bradley & Co Private Wealth Management
Florida
$19.1K – – –
CSB
530
City State Bank
Iowa
$19.1K – – –
LWA
531
Lowe Wealth Advisors
Maryland
$19.1K – – –
TC
532
Tacita Capital
Ontario, Canada
$19.1K – – –
NB
533
NBT Bank
New York
$17.2K -$207K -1,100 -92%
AFG
534
Albion Financial Group
Utah
$17K – – –
CFO
535
CVA Family Office
Colorado
$16.6K – – –
ACM
536
Accent Capital Management
Ohio
$16.2K – – –
PSFG
537
Park Square Financial Group
Georgia
$15.7K -$754 -4 -5%
NWM
538
Nova Wealth Management
Florida
$15.7K – – –
HWP
539
Highline Wealth Partners
California
$15.1K -$13.4K -71 -47%
FC
540
Financial Consulate
Maryland
$14.7K +$14.5K +77 New
UBP
541
Union Bancaire Privee
Switzerland
$14.7K – – –
HIA
542
Harbor Investment Advisory
Maryland
$14.3K – – –
BFS
543
Bare Financial Services
Pennsylvania
$12.2K +$4.33K +23 +56%
MG
544
Mather Group
Illinois
$12K +$11.9K +63 New
SFCL
545
Strengthening Families & Communities LLC
Massachusetts
$12K +$12.6K +67 New
PWMG
546
Prestige Wealth Management Group
New Jersey
$11.7K – – –
AP
547
Aspect Partners
Virginia
$11.1K – – –
AWM
548
AllSquare Wealth Management
New York
$10.1K – – –
NRG
549
Nemes Rush Group
Michigan
$9.84K – – –
FWM
550
FSA Wealth Management
Massachusetts
$9.55K – – –
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