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Name Holding Trade Value Shares
Change 		Change in
Stake
B
726
Bayban
Minnesota
$1.73K – – –
RWM
727
Raffa Wealth Management
District of Columbia
$1.7K +$678 +26 +74%
TWD
728
True Wealth Design
Ohio
$1.64K -$3.26K -125 -68%
WAS
729
Winch Advisory Services
Wisconsin
$1.64K – – –
SWIM
730
Smallwood Wealth Investment Management
New Jersey
$1.61K – – –
MAM
731
Marquette Asset Management
Minnesota
$1.59K -$4.12K -158 -73%
PWA
732
Principia Wealth Advisory
Texas
$1.56K +$156 +6 +12%
PTC
733
Private Trust Company
Ohio
$1.47K -$4.12K -158 -75%
WPA
734
West Paces Advisors
Georgia
$1.45K +$1.36K +52 New
AUB
735
Atlantic Union Bankshares
Virginia
$1.39K -$11.1K -427 -90%
JWA
736
JFS Wealth Advisors
Pennsylvania
$1.39K -$1.56K -60 -55%
AA
737
Addison Advisors
Vermont
$1.39K – – –
JWM
738
JPL Wealth Management
Colorado
$1.39K – – –
UB
739
UMB Bank
Missouri
$1.33K -$6.88K -264 -85%
ACA
740
Atlas Capital Advisors
Wyoming
$1.33K – – –
HWP
741
Highline Wealth Partners
California
$1.33K +$104 +4 +9%
WA
742
Whipplewood Advisors
Colorado
$1.31K – – –
AF
743
Advisornet Financial
Minnesota
$1.25K -$156 -6 -12%
OCWP
744
Owl Creek Wealth Partners
Colorado
$1.11K -$5.74K -220 -85%
PWAM
745
Private Wealth Asset Management
Iowa
$974 -$15.6K -600 -94%
SC
746
Sawyer & Company
Massachusetts
$974 +$913 +35 New
BDPWM
747
Barnes Dennig Private Wealth Management
Ohio
$918 – – –
CFD
748
Creative Financial Designs
Indiana
$723 -$4.43K -170 -87%
HFS
749
Hughes Financial Services
Virginia
$696 +$365 +14 +127%
BFS
750
Bare Financial Services
Pennsylvania
$668 -$469 -18 -43%
28 29
30
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