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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
476
Wealth Preservation Advisors
Tennessee
$9.48K +$10.5K +137 New
TPWA
477
Twin Peaks Wealth Advisors
California
$9.13K +$10.1K +132 New
C
478
Covestor
United Kingdom
$9K -$70.1K -916 -88%
TCOT
479
Trust Company of Toledo
Ohio
$8.93K +$9.87K +129 New
SGFG
480
Silver Grove Financial Group
New York
$8.86K +$9.8K +128 New
GCM
481
Gables Capital Management
Florida
$8.03K – – –
GKIM
482
GW&K Investment Management
Massachusetts
$8K +$9.41K +123 New
SL
483
Salomon & Ludwin
Virginia
$7.97K +$8.8K +115 New
RF
484
Rossby Financial
Florida
$7.64K +$6.58K +86 +344%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$7.47K -$8.19K -107 -50%
JWA
486
JFS Wealth Advisors
Pennsylvania
$7.47K +$536 +7 +7%
TGY2IT
487
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$7.4K +$8.19K +107 New
QL
488
Quarry LP
New York
$7.13K +$7.88K +103 New
RTL
489
Red Tortoise LLC
Georgia
$7.06K – – –
HIW
490
Holos Integrated Wealth
Pennsylvania
$7.02K – – –
MAM
491
Meeder Asset Management
Ohio
$6.92K -$2.07K -27 -21%
EPIM
492
Evelyn Partners Investment Management
$6.78K – – –
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$6.43K +$306 +4 +4%
FHC
494
First Horizon Corporation
Tennessee
$4.71K +$5.21K +68 New
JWM
495
JPL Wealth Management
Colorado
$4.64K +$5.13K +67 New
FFO
496
Fortitude Family Office
Arizona
$4.57K +$2.91K +38 +136%
NEWAS
497
N.E.W. Advisory Services
Wisconsin
$4.5K – – –
KFAS
498
Keating Financial Advisory Services
Kansas
$4.36K -$4.82K -63 -50%
HNB
499
Huntington National Bank
Ohio
$4.01K -$8.88K -116 -67%
PIM
500
Plato Investment Management
Australia
$3.74K – – –
18 19
20
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