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WIX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$16K +$16.8K +97 New
AIM
302
Anchor Investment Management
South Carolina
$15.8K +$15.6K +90 +900%
LWP
303
Lumature Wealth Partners
Georgia
$14K – – –
CFA
304
Carroll Financial Associates
North Carolina
$13K +$347 +2 +3%
TWM
305
Tradition Wealth Management
Minnesota
$12K – – –
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$11K +$2.08K +12 +21%
EVM
307
Eaton Vance Management
Massachusetts
$9K -$7.98K -46 -46%
HNWA
308
Henrickson Nauta Wealth Advisors
Michigan
$9K +$11.6K +67 New
CTC
309
Central Trust Company
Missouri
$8K – – –
SBL
310
Sargent Bickham Lagudis
Colorado
$8K – – –
CA
311
CoreCap Advisors
Michigan
$8K +$8.5K +49 New
ARIS
312
Advanced Research Investment Solutions
California
$6K +$6.94K +40 New
NL
313
NVWM LLC
Pennsylvania
$6K +$6.94K +40 New
RK
314
Rather & Kittrell
Tennessee
$6K +$7.46K +43 New
RA
315
Rise Advisors
New York
$5.84K +$6.42K +37 New
GWM
316
Geneos Wealth Management
Colorado
$5K – – –
FHA
317
First Horizon Advisors
Tennessee
$5K +$3.12K +18 +100%
ZB
318
Zions Bancorporation
Utah
$4K -$173 -1 -4%
CWP
319
Concord Wealth Partners
Virginia
$4K – – –
TCM
320
Tradewinds Capital Management
Washington
$4K – – –
EFS
321
Econ Financial Services
Pennsylvania
$4K +$3.99K +23 New
SC
322
SouthState Corp
Florida
$4K +$3.99K +23 New
JWM
323
Janiczek Wealth Management
Colorado
$3K – – –
GWS
324
Glassman Wealth Services
Virginia
$3K +$173 +1 +6%
WT
325
Washington Trust
Rhode Island
$3K +$173 +1 +6%
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