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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
576
TrustCore Financial Services
Tennessee
$40K +$9.25K +68 +25%
CT
577
Cambridge Trust
Massachusetts
$37K -$14.4K -106 -25%
CAM
578
CenterStar Asset Management
Illinois
$37K – – –
WT
579
Whittier Trust
California
$35K -$27.2K -200 -40%
AF
580
Allworth Financial
California
$35K -$15.1K -111 -27%
CFD
581
Creative Financial Designs
Indiana
$35K – – –
TLCM
582
Twin Lakes Capital Management
California
$35K – – –
PP
583
PrairieView Partners
Minnesota
$35K +$13.6K +100 +50%
CWM
584
CarsonAllaria Wealth Management
Illinois
$34K -$544 -4 -1%
SIS
585
Sound Income Strategies
Florida
$34K +$408 +3 +1%
JWA
586
JFS Wealth Advisors
Pennsylvania
$34K +$10.2K +75 +34%
GWMIA
587
Global Wealth Management Investment Advisory
Florida
$34K +$15.5K +114 +63%
KTC
588
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
KC
589
Knuff & Co
California
$32K – – –
TFA
590
Toth Financial Advisory
Virginia
$32K – – –
CHA
591
Carmichael Hill & Associates
Maryland
$31K – – –
NSIM
592
North Star Investment Management
Illinois
$31K – – –
PCG
593
Private Capital Group
Connecticut
$31K +$25K +184 +242%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$1.09K +8 +3%
NWM
595
Nauset Wealth Management
Connecticut
$30K +$34.3K +252 New
GIA
596
GHP Investment Advisors
Colorado
$29K +$34K +250 New
NICM
597
Neo Ivy Capital Management
New York
$28K -$74.4K -547 -70%
RA
598
Rise Advisors
New York
$28K +$13.2K +97 +67%
RE
599
RBC Europe
United Kingdom
$27K -$31.3K -230 -50%
SIC
600
Salem Investment Counselors
North Carolina
$27K +$2.04K +15 +7%
22 23
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