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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
576
Evoke Wealth
California
$76K -$1.5M -8,342 -97%
PMFA
577
Plante Moran Financial Advisors
Michigan
$76K +$36.3K +202 +210%
AF
578
Allworth Financial
California
$76K +$40.7K +226 +301%
AWM
579
Avior Wealth Management
Nebraska
$76K +$47.7K +265 +757%
WAM
580
Wolverine Asset Management
Illinois
$70K -$196K -1,091 -80%
KC
581
Knuff & Co
California
$70K – – –
TCOV
582
Trust Company of Vermont
Vermont
$68K -$9K -50 -16%
CHA
583
Carmichael Hill & Associates
Maryland
$67K -$9.9K -55 -17%
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$63K -$171K -950 -79%
IFA
585
Interactive Financial Advisors
Illinois
$63K +$45K +250 New
VCM
586
Versant Capital Management
Arizona
$59K +$12.8K +71 +44%
CFG
587
Citizens Financial Group
Rhode Island
$58K -$524K -2,910 -93%
SIAS
588
Shine Investment Advisory Services
Colorado
$56K +$3.42K +19 +9%
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$52K – – –
SFPG
590
Stonebridge Financial Planning Group
Florida
$52K +$36K +200 New
TFGT
591
TS Financial Group (TSFG)
Illinois
$51K +$22.5K +125 +160%
EDRH
592
Edmond de Rothschild Holding
Switzerland
$51K +$36K +200 New
LF
593
Lee Financial
Texas
$51K +$36K +200 New
TWA
594
TCI Wealth Advisors
Arizona
$47K -$10.1K -56 -23%
EWP
595
Engrave Wealth Partners
Texas
$47K +$15.7K +87 +87%
NL
596
NVWM LLC
Pennsylvania
$46K +$32.7K +182 New
BDWM
597
Brewin Dolphin Wealth Management
Ireland
$43.1K – – –
WT
598
Whittier Trust
California
$42K – – –
MF
599
Manchester Financial
California
$40K +$16.7K +93 +143%
ECM
600
Estabrook Capital Management
New York
$39.8K +$27K +150 +2,143%
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