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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
451
Capital Analysts LLC
Pennsylvania
$10K – – –
NWMP
452
Noble Wealth Management PBC
Colorado
$8.57K – – –
RF
453
Roxbury Financial
New Jersey
$8.21K -$7.53K -52 -46%
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.18K +$8.83K +61 New
PGAM
455
Princeton Global Asset Management
New Jersey
$7.91K – – –
CIAM
456
Caitong International Asset Management
Hong Kong
$7.39K -$175K -1,210 -96%
GRP
457
Global Retirement Partners
California
$6.61K +$724 +5 +11%
AUB
458
Atlantic Union Bankshares
Virginia
$6.33K – – –
MMCM
459
Murphy & Mullick Capital Management
New York
$6.33K – – –
MPW
460
MASECO Private Wealth
$6.1K +$6.52K +45 New
TCM
461
TD Capital Management
Tennessee
$5.93K – – –
MFP
462
Meramec Financial Planners
Missouri
$5.55K +$8.98K +62 New
TWD
463
True Wealth Design
Ohio
$5.41K +$1.59K +11 +38%
CFD
464
Creative Financial Designs
Indiana
$5.28K – – –
CI
465
CX Institutional
Indiana
$5K +$5.07K +35 New
IIM
466
IFC & Insurance Marketing
California
$5K +$5.21K +36 New
AF
467
Advisornet Financial
Minnesota
$4.35K -$145 -1 -3%
GAFA
468
Garton & Associates Financial Advisors
Kentucky
$4.35K +$4.63K +32 New
FFO
469
Fortitude Family Office
Arizona
$4.09K -$1.3K -9 -23%
BIA
470
Bell Investment Advisors
California
$3.96K -$290 -2 -6%
AFC
471
Ares Financial Consulting
California
$3.43K +$3.77K +26 New
WSFS
472
Wilmington Savings Fund Society
Delaware
$3.17K – – –
EPAM
473
Evelyn Partners Asset Management
$3.04K – – –
ODE
474
O'Domhnaill Enterprises
Wyoming
$3.03K +$3.33K +23 New
PCM
475
Penserra Capital Management
California
$3K – – –
17 18
19
20 21