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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Clearstead Advisors
Ohio
$14.1K -$66.5K -657 -81%
ETC
502
Exchange Traded Concepts
Oklahoma
$13.8K +$15.1K +149 New
C
503
Covestor
United Kingdom
$13K -$1.01K -10 -7%
AAP
504
Arax Advisory Partners
Colorado
$12.8K +$1.22K +12 +10%
EWA
505
EverSource Wealth Advisors
Alabama
$11K +$4.66K +46 +63%
GCM
506
Gables Capital Management
Florida
$10.8K – – –
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$6.08K +60 +109%
HI
508
Human Investing
Oregon
$10.5K +$11.4K +113 New
JWA
509
JFS Wealth Advisors
Pennsylvania
$10K +$5.17K +51 +89%
HWM
510
Hemington Wealth Management
Virginia
$10K +$4.76K +47 +70%
RTL
511
Red Tortoise LLC
Georgia
$9.46K – – –
HIW
512
Holos Integrated Wealth
Pennsylvania
$9.46K +$10.3K +102 New
KWAG
513
Kiely Wealth Advisory Group
North Carolina
$9.37K – – –
SSB
514
Sandy Spring Bank
Maryland
$9.18K +$10K +99 New
EPIM
515
Evelyn Partners Investment Management
$9.09K +$9.93K +98 New
PD
516
Point72 (DIFC)
United Arab Emirates
$7.75K +$8.51K +84 New
WT
517
Whittier Trust
California
$7.51K – – –
GRP
518
Global Retirement Partners
California
$7.14K +$810 +8 +12%
BC
519
Bayforest Capital
United Kingdom
$7.14K +$7.8K +77 New
AWM
520
Atticus Wealth Management
Florida
$5.66K – – –
BGAI
521
Bruce G. Allen Investments
Colorado
$5.66K – – –
CIA
522
Cape Investment Advisory
Georgia
$5.28K +$101 +1 +2%
WB
523
Webster Bank
Connecticut
$5.19K – – –
CTC
524
Central Trust Company
Missouri
$4.17K -$506 -5 -10%
CAL
525
Capital Advisors Ltd
Ohio
$4K – – –
19 20
21
22 23