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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$64.3K – – –
WA
527
Whipplewood Advisors
Colorado
$64.3K +$69.6K +308 +7,700%
AFC
528
Ares Financial Consulting
California
$63.3K +$66.4K +294 +3,675%
AF
529
Abound Financial
California
$61.8K – – –
LAMC
530
Longview Asset Management (California)
California
$57.7K – – –
PTC
531
Private Trust Company
Ohio
$55.9K +$9.94K +44 +19%
BSB
532
Bangor Savings Bank
Maine
$55K -$5.65K -25 -9%
OWP
533
ORG Wealth Partners
Texas
$55K – – –
FP
534
Financial Perspectives
Minnesota
$55K – – –
IBOK
535
Independence Bank of Kentucky
Kentucky
$51.5K -$10.4K -46 -16%
KFI
536
Key Financial Inc
Pennsylvania
$51.1K +$11.1K +49 +25%
ACM
537
Anfield Capital Management
California
$50.7K +$55.6K +246 New
LFG
538
Larson Financial Group
Missouri
$49.9K +$12K +53 +28%
CA
539
Clearstead Advisors
Ohio
$47.4K – – –
RF
540
Roxbury Financial
New Jersey
$45.5K – – –
ECM
541
Estabrook Capital Management
New York
$45.3K – – –
WSFS
542
Wilmington Savings Fund Society
Delaware
$43.3K +$22.6K +100 +91%
CBT
543
Crews Bank & Trust
Florida
$42K +$40.5K +179 +716%
TWD
544
True Wealth Design
Ohio
$41.8K +$19.7K +87 +75%
AWM
545
Activest Wealth Management
Florida
$41.6K – – –
MA
546
Montag & Associates
Georgia
$41.2K – – –
JWA
547
JFS Wealth Advisors
Pennsylvania
$40.4K -$10.2K -45 -19%
HIC
548
Hamrick Investment Counsel
Washington
$39.2K – – –
SEP
549
Signature Equity Partners
Ohio
$38.9K +$6.1K +27 +17%
GKIM
550
GW&K Investment Management
Massachusetts
$37K +$10.6K +47 +35%
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