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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2901
NewSquare Capital
Pennsylvania
$18.2K +$15K +86 +1,433%
ZRP
2902
Zynergy Retirement Planning
New Jersey
$17.8K +$15.7K +90 New
NBT
2903
Northwest Bank & Trust
Iowa
$17.2K +$15.2K +87 New
WCM
2904
Westend Capital Management
California
$17K – – –
DPW
2905
DiNuzzo Private Wealth
Pennsylvania
$16.4K +$2.45K +14 +20%
BGAI
2906
Bruce G. Allen Investments
Colorado
$16.4K +$14.5K +83 New
CYG
2907
Clean Yield Group
Vermont
$15.8K – – –
AIA
2908
Arcadia Investment Advisors
Idaho
$15.5K – – –
RA
2909
RiverPark Advisors
New York
$15.4K -$5.77K -33 -30%
JGIA
2910
Jackson Grant Investment Advisers
Connecticut
$15.2K – – –
SIM
2911
Studio Investment Management
Illinois
$14.8K -$21K -120 -62%
PCTC
2912
Perkins Coie Trust Company
Washington
$14.8K – – –
RWM
2913
Ruedi Wealth Management
Illinois
$14.6K +$5.59K +32 +76%
GWP
2914
Gen-Wealth Partners
Michigan
$13.9K – – –
CCC
2915
Chelsea Counsel Company
California
$13.3K -$175K -1,000 -94%
WAM
2916
WFA Asset Management
Wisconsin
$13.1K -$4.72K -27 -29%
FFO
2917
Fortitude Family Office
Arizona
$13.1K +$175 +1 +2%
PS
2918
PayPay Securities
Japan
$12.5K -$14.7K -84 -57%
MIM
2919
Meridiem Investment Management
United Kingdom
$11.9K – – –
RL
2920
Rogco LP
Oklahoma
$11.9K – – –
FFL
2921
Financial Freedom LLC
Ohio
$11.5K – – –
MTIC
2922
Missouri Trust & Investment Company
Missouri
$11.3K – – –
TWD
2923
True Wealth Design
Ohio
$10.1K +$1.22K +7 +16%
CTWM
2924
Cherry Tree Wealth Management
Minnesota
$10.1K +$4.54K +26 +104%
WOC
2925
West Oak Capital
California
$9.89K -$3.5K -20 -29%
115 116
117
118 119