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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1676
Coppell Advisory Solutions
Texas
$97K +$60.8K +851 +114%
KIM
1677
Kestra Investment Management
Texas
$94.5K -$261K -3,654 -70%
HCM
1678
Hollencrest Capital Management
California
$94.5K -$96.3K -1,349 -46%
CWM
1679
Crowley Wealth Management
Delaware
$94.4K +$112K +1,565 New
CTA
1680
Colonial Trust Advisors
South Carolina
$92.3K – – –
CWM
1681
Centricity Wealth Management
Ohio
$91.1K +$108K +1,510 New
PWA
1682
Provenance Wealth Advisors
Florida
$90.7K – – –
ACM
1683
Adalta Capital Management
New York
$90.5K +$107K +1,500 New
CFP
1684
Comprehensive Financial Planning
Pennsylvania
$89.6K +$106K +1,485 New
CA
1685
Crewe Advisors
Utah
$88.8K -$56.1K -785 -35%
RS
1686
R Squared
Hong Kong
$88.7K +$105K +1,470 New
SIM
1687
Synergy Investment Management
Florida
$86.6K +$103K +1,436 New
RA
1688
Rise Advisors
New York
$86.2K +$1.43K +20 +1%
FWA
1689
Flagship Wealth Advisors
Massachusetts
$86K +$102K +1,425 New
GSWM
1690
Golden State Wealth Management
California
$85K +$101K +1,409 New
FIM
1691
FWL Investment Management
Texas
$83.7K – – –
CA
1692
Continuum Advisory
Idaho
$83.5K -$500 -7 -0.5%
GKIM
1693
GW&K Investment Management
Massachusetts
$81K -$14.4K -202 -13%
TFGT
1694
TS Financial Group (TSFG)
Illinois
$79K -$28.1K -393 -23%
HPC
1695
HM Payson & Co
Maine
$78.7K +$6.36K +89 +7%
EPIM
1696
Evelyn Partners Investment Management
$78.4K +$92.8K +1,300 New
SL
1697
Salomon & Ludwin
Virginia
$77K – – –
ST
1698
Smithfield Trust
Pennsylvania
$77K -$48.9K -685 -35%
SFGP
1699
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.7K +$90.8K +1,272 New
MWA
1700
Medallion Wealth Advisors
Connecticut
$76K +$86.5K +1,212 New
66 67
68
69 70