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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
526
Sound Income Strategies
Florida
$13.8K – – –
SN
527
Sittner & Nelson
Oregon
$13.7K – – –
HCP
528
Hexagon Capital Partners
Arkansas
$13.1K – – –
TFA
529
Toth Financial Advisory
Virginia
$13.1K +$6.67K +100 +100%
TFM
530
TFC Financial Management
Massachusetts
$12.5K +$67 +1 +0.5%
HNB
531
Hilltop National Bank
Wyoming
$12.4K +$12.7K +190 New
RA
532
Rise Advisors
New York
$12.1K -$1.8K -27 -13%
HWP
533
Highline Wealth Partners
California
$11.4K – – –
FFA
534
Farther Finance Advisors
California
$10.2K +$5.4K +81 +105%
MHR
535
Matthew Hamilton Rosenberg
$9.97K – – –
A
536
Allianz
Germany
$9.81K +$10K +150 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$9.15K – – –
W
538
WealthCollab
Washington
$8.17K +$1.67K +25 +25%
NMM
539
Naples Money Management
Florida
$8.17K – – –
WT
540
Whittier Trust
California
$8.17K -$247K -3,700 -97%
MSG
541
Main Street Group
Virginia
$8.09K – – –
SS
542
Sunbelt Securities
Texas
$8.04K -$9.8K -147 -54%
SR
543
Syntax Research
Florida
$7.78K +$3.33K +50 +72%
CYG
544
Clean Yield Group
Vermont
$7.52K – – –
WIM
545
Westside Investment Management
California
$7.45K – – –
BCWM
546
Bartlett & Co Wealth Management
Ohio
$7.19K – – –
CSB
547
City State Bank
Iowa
$7K – – –
PTC
548
Private Trust Company
Ohio
$7K – – –
JWA
549
JFS Wealth Advisors
Pennsylvania
$6.73K – – –
RCM
550
Raleigh Capital Management
North Carolina
$6.63K -$1.93K -29 -22%
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