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Voya Financial
VOYA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$5.19K -$652 -9 -11%
BIA
402
Bell Investment Advisors
California
$5.12K +$580 +8 +12%
SL
403
Salomon & Ludwin
Virginia
$4.97K – – –
SIC
404
SJS Investment Consulting
Ohio
$4.65K -$17.4K -240 -78%
KFAS
405
Keating Financial Advisory Services
Kansas
$4.44K +$652 +9 +16%
EWP
406
Elevation Wealth Partners
California
$4.17K +$4.28K +59 +2,950%
BC
407
Barrett & Company
Rhode Island
$4.1K – – –
RF
408
Rossby Financial
Florida
$3.88K +$2.61K +36 +164%
HIA
409
Harbor Investment Advisory
Maryland
$3.83K – – –
FFO
410
Fortitude Family Office
Arizona
$3.83K +$1.3K +18 +47%
HNW
411
High Note Wealth
Minnesota
$3.62K -$72 -1 -2%
WA
412
Whipplewood Advisors
Colorado
$3.48K +$3.69K +51 New
SRCM
413
Signature Resources Capital Management
California
$3.42K +$3.62K +50 New
GEA
414
Glen Eagle Advisors
New Jersey
$3.35K – – –
BBHC
415
Brown Brothers Harriman & Co
New York
$3.28K -$2.83K -39 -45%
JSAM
416
J. Safra Asset Management
New York
$3.21K +$1.59K +22 +88%
IWS
417
Intentional Wealth Strategies
Colorado
$3.01K +$3.19K +44 New
GWM
418
Geneos Wealth Management
Colorado
$2.73K +$2.9K +40 New
ADL
419
Asset Dedication LLC
California
$2.53K -$20.3K -280 -88%
PWA
420
Physician Wealth Advisors
Utah
$2.53K +$2.68K +37 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$2.39K – – –
RTL
422
Red Tortoise LLC
Georgia
$2.12K – – –
RWM
423
Rialto Wealth Management
New York
$2.12K +$725 +10 +48%
BFS
424
Bare Financial Services
Pennsylvania
$1.98K +$1.52K +21 +263%
EP
425
Essential Partners
California
$1.84K -$10.4K -144 -84%
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17
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