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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Whipplewood Advisors
Colorado
$9.6K -$48.3K -255 -82%
MIFH
552
Migdal Insurance & Financial Holdings
Israel
$8.76K +$9.85K +52 New
ATC
553
Adirondack Trust Company
New York
$8.42K – – –
NEWAS
554
N.E.W. Advisory Services
Wisconsin
$8.42K – – –
WA
555
Westfuller Advisors
New York
$8.36K +$189 +1 +2%
MTI
556
Merrithew & Thorsten Inc
California
$8K – – –
RMP
557
Richards, Merrill & Peterson
Washington
$7.58K – – –
RWM
558
Rialto Wealth Management
New York
$7.58K +$379 +2 +5%
CCMI
559
Creative Capital Management Investments
California
$7.58K +$1.14K +6 +15%
ACA
560
American Capital Advisory
Idaho
$7.58K +$5.68K +30 +200%
AWM
561
Abound Wealth Management
Tennessee
$7.41K – – –
LI
562
LRI Investments
Florida
$7.16K +$4.55K +24 +126%
MWA
563
Medallion Wealth Advisors
Connecticut
$6.91K +$7.77K +41 New
B
564
Bayban
Minnesota
$6.74K – – –
TFA
565
Toth Financial Advisory
Virginia
$6.74K – – –
PMFA
566
Plante Moran Financial Advisors
Michigan
$6.74K +$7.58K +40 New
SIM
567
Synergy Investment Management
Florida
$6.6K +$2.84K +15 +68%
TCM
568
Triumph Capital Management
Colorado
$6.57K -$1.71K -9 -19%
GG
569
Gleason Group
Kentucky
$6.57K +$7.39K +39 New
RWM
570
Raffa Wealth Management
District of Columbia
$6.4K -$758 -4 -10%
TWD
571
True Wealth Design
Ohio
$6.23K -$31.4K -166 -82%
TC
572
Truvestments Capital
Florida
$6.23K – – –
HI
573
Horizon Investments
North Carolina
$6.06K -$4.17K -22 -38%
ST
574
Smithfield Trust
Pennsylvania
$6K – – –
FMB
575
Field & Main Bank
Kentucky
$5.89K – – –
21 22
23
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