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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$2.74K +$1.73K +30 +158%
PTC
602
Private Trust Company
Ohio
$2.74K +$2.83K +49 New
LFA
603
LGT Financial Advisors
Texas
$2.68K – – –
RWM
604
Raffa Wealth Management
District of Columbia
$2.13K – – –
CJ
605
Caitlin John
Michigan
$2.01K -$577 -10 -22%
GKIM
606
GW&K Investment Management
Massachusetts
$2K +$346 +6 +25%
PMAM
607
Picton Mahoney Asset Management
Ontario, Canada
$2K +$2.02K +35 New
IHWM
608
Iron Horse Wealth Management
Iowa
$1.96K – – –
YAL
609
Your Advocates Ltd
Texas
$1.9K – – –
FRA
610
Front Row Advisors
California
$1.84K – – –
DSC
611
Duncker Streett & Co
Missouri
$1.68K +$635 +11 +58%
SWA
612
SOA Wealth Advisors
New York
$1.57K – – –
WPA
613
West Paces Advisors
Georgia
$1.57K – – –
NMM
614
Naples Money Management
Florida
$1.56K +$289 +5 +22%
DF
615
Dunhill Financial
United Kingdom
$1.53K +$289 +5 +23%
BHWM
616
Beaird Harris Wealth Management
Texas
$1.44K +$1.5K +26 New
RCM
617
Raleigh Capital Management
North Carolina
$1.4K – – –
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$289 +5 +29%
SIC
619
SJS Investment Consulting
Ohio
$1.18K – – –
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01K +$1.04K +18 New
VNA
621
Valley National Advisers
Pennsylvania
$1K – – –
S
622
Sachetta
Massachusetts
$868 +$923 +16 New
CMBA
623
C.M. Bidwell & Associates
Hawaii
$839 – – –
AWM
624
Avior Wealth Management
Nebraska
$838 -$1.21K -21 -58%
TWD
625
True Wealth Design
Ohio
$783 +$346 +6 +75%
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