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WIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
401
Clearstead Trust
Maine
$2.31K – – –
TRCT
402
Tower Research Capital (TRC)
New York
$2.31K -$115K -766 -98%
WANY
403
Wealthspire Advisors (New York)
New York
$2.31K +$1.96K +13 New
GKIM
404
GW&K Investment Management
Massachusetts
$2K – – –
TC
405
Truvestments Capital
Florida
$1.95K – – –
TFA
406
Transamerica Financial Advisors
Florida
$1.95K +$1.66K +11 New
JWM
407
JPL Wealth Management
Colorado
$1.78K +$1.5K +10 New
AA
408
Addison Advisors
Vermont
$1.78K – – –
DWM
409
Dogwood Wealth Management
Kansas
$1.6K -$2.71K -18 -67%
SL
410
Salomon & Ludwin
Virginia
$1.52K +$1.5K +10 New
SC
411
SouthState Corp
Florida
$1.42K -$2.26K -15 -65%
ADL
412
Asset Dedication LLC
California
$1.42K +$1.2K +8 New
FC
413
Financial Consulate
Maryland
$1.42K +$1.2K +8 New
PWA
414
Principia Wealth Advisory
Texas
$1.24K +$903 +6 +600%
AS
415
Altshuler Shaham
Israel
$1.24K +$1.05K +7 New
TWD
416
True Wealth Design
Ohio
$1.07K -$602 -4 -40%
MCM
417
Manchester Capital Management
Vermont
$1.07K +$903 +6 New
CAL
418
Capital Advisors Ltd
Ohio
$1K – – –
PPA
419
Painted Porch Advisors
California
$888 – – –
BI
420
Binnacle Investments
Iowa
$711 – – –
AFWM
421
Abich Financial Wealth Management
Virginia
$533 +$451 +3 New
WWA
422
Wealth Watch Advisors
Colorado
$533 +$451 +3 New
SA
423
Strategic Advocates
Utah
$355 +$301 +2 New
AWM
424
Abound Wealth Management
Tennessee
$178 – – –
BWL
425
Bogart Wealth LLC
Virginia
$178 – – –
15 16
17
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