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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
901
Financial Consulate
Maryland
$85.9K – – –
RAM
902
Ramirez Asset Management
New York
$85.9K – – –
IIM
903
Intact Investment Management
Quebec, Canada
$85.9K +$90.9K +400 New
CAL
904
Capital Analysts LLC
Pennsylvania
$84K -$11.8K -52 -12%
CT
905
Clearstead Trust
Maine
$79.5K -$1.82K -8 -2%
TH
906
TCTC Holdings
Texas
$75.6K – – –
PWA
907
Provenance Wealth Advisors
Florida
$75.4K – – –
SOAM
908
SBI Okasan Asset Management
Japan
$73.8K +$76.6K +337 New
ZBNA
909
Zions Bancorporation, National Association
Utah
$72.8K -$262K -1,151 -77%
BWA
910
Basecamp Wealth Advisors
Washington
$66.6K +$70.4K +310 New
RAM
911
Reflection Asset Management
South Carolina
$65.9K +$69.8K +307 New
DE
912
DV Equities
Illinois
$65.3K +$69.1K +304 New
CT
913
Colonial Trust
South Carolina
$60.1K +$20K +88 +46%
FP
914
Financial Perspectives
Minnesota
$59.5K – – –
SHF
915
Safe Harbor Fiduciary
Florida
$56.7K +$60K +264 New
BF
916
BOK Financial
Oklahoma
$56.3K -$14.5K -64 -20%
C
917
Covestor
United Kingdom
$55K -$1.36K -6 -2%
CFO
918
CVA Family Office
Colorado
$53.5K +$14.8K +65 +35%
SAG
919
SageView Advisory Group
California
$48.3K +$51.1K +225 New
LAS
920
Lloyd Advisory Services
Georgia
$47.5K +$50.2K +221 New
PFBT
921
Parkside Financial Bank & Trust
Missouri
$46.8K +$9.54K +42 +24%
MAM
922
Meeder Asset Management
Ohio
$46.2K +$682 +3 +1%
ADL
923
Asset Dedication LLC
California
$44.5K – – –
IAS
924
IMA Advisory Services
Colorado
$43K – – –
NRG
925
Nemes Rush Group
Michigan
$42.7K -$2.27K -10 -5%
35 36
37
38 39