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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
501
TFC Financial Management
Massachusetts
$13.6K – – –
CCA
502
Catalyst Capital Advisors
New York
$13K +$3.54K +51 +38%
HWP
503
Highline Wealth Partners
California
$12.2K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$11.2K +$2.22K +32 +25%
CA
505
Clearstead Advisors
Ohio
$11.1K +$5.48K +79 +100%
TIM
506
Tortoise Investment Management
New York
$11.1K – – –
SMFG
507
Sumitomo Mitsui Financial Group
Japan
$10.8K -$1.21M -17,410 -99%
CCA
508
Column Capital Advisors
Indiana
$10.6K – – –
HL
509
HeadInvest LLC
Maine
$10.5K +$10.4K +150 New
MAWCM
510
Mine & Arao Wealth Creation & Management
California
$10.5K – – –
SWM
511
Sanctuary Wealth Management
Idaho
$10.5K – – –
WWP
512
WR Wealth Planners
Missouri
$10.5K – – –
TSWM
513
Tyler-Stone Wealth Management
Ohio
$10K +$2.08K +30 +28%
BWM
514
Baystate Wealth Management
Massachusetts
$9.09K – – –
BTI
515
Blue Trust Inc
Georgia
$9K -$8.4K -121 -48%
QC
516
Quent Capital
New York
$8.78K -$2.43K -35 -22%
WT
517
Whittier Trust
California
$8.74K – – –
PTC
518
Private Trust Company
Ohio
$8.46K – – –
JWA
519
JFS Wealth Advisors
Pennsylvania
$8.25K +$139 +2 +2%
AF
520
Advisornet Financial
Minnesota
$8.18K +$555 +8 +7%
BAAM
521
Baker Avenue Asset Management
California
$8.18K +$6.04K +87 +290%
GWSG
522
GPS Wealth Strategies Group
Colorado
$8.11K +$1.11K +16 +16%
FFA
523
Fairfield Financial Advisors
Massachusetts
$8.04K – – –
BC
524
Bartlett & Co
Ohio
$8K – – –
WIM
525
Westside Investment Management
California
$7.97K – – –
19 20
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