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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1201
Operose Advisors
Wisconsin
$52.9K – – –
CMP
1202
Coston McIsaac & Partners
Maine
$52K – – –
NRG
1203
Nemes Rush Group
Michigan
$51.6K +$3.11K +21 +7%
VR
1204
Vision Retirement
New Jersey
$50K +$49K +331 New
1IA
1205
1620 Investment Advisors
Massachusetts
$49.9K – – –
SIS
1206
Strategic Investment Solutions
Illinois
$48.3K +$148 +1 +0.3%
SWA
1207
SOA Wealth Advisors
New York
$47K -$54.7K -369 -54%
C
1208
Covestor
United Kingdom
$47K -$444 -3 -0.9%
ZBNA
1209
Zions Bancorporation, National Association
Utah
$46.6K -$29.9K -202 -40%
EWA
1210
EQ Wealth Advisors
Texas
$46.3K +$45.3K +306 New
TFIPS
1211
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K – – –
MAM
1212
Morse Asset Management
Connecticut
$45.4K – – –
HWM
1213
Horizons Wealth Management
North Carolina
$45.2K – – –
CFO
1214
CVA Family Office
Colorado
$45.2K +$889 +6 +2%
AAG
1215
Armstrong Advisory Group
Massachusetts
$44.9K – – –
PWAM
1216
Private Wealth Asset Management
Iowa
$44.9K – – –
BW
1217
Basepoint Wealth
Iowa
$44.7K +$43.7K +295 New
CJ
1218
Caitlin John
Michigan
$43.8K +$148 +1 +0.3%
SS
1219
Sunbelt Securities
Texas
$42.7K -$1.04K -7 -2%
KB
1220
Kimelman & Baird
New York
$41.8K – – –
NECFA
1221
New England Capital Financial Advisors
Connecticut
$41.2K +$148 +1 +0.4%
TH
1222
TCTC Holdings
Texas
$40.8K – – –
RAM
1223
Reflection Asset Management
South Carolina
$40.7K +$39.8K +269 New
GWSG
1224
GPS Wealth Strategies Group
Colorado
$40.2K -$89.9K -607 -70%
BHWM
1225
Beaird Harris Wealth Management
Texas
$39.5K – – –
47 48
49
50 51