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AGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
301
Westend Capital Management
California
$4.23K – – –
GWP
302
Gen-Wealth Partners
Michigan
$4.14K – – –
BIA
303
Bell Investment Advisors
California
$3.96K +$1.31K +15 +52%
BBHC
304
Brown Brothers Harriman & Co
New York
$3.87K – – –
GBT
305
Grove Bank & Trust
Florida
$3.33K +$3.24K +37 New
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$3.15K -$263 -3 -8%
CFO
307
CVA Family Office
Colorado
$2.43K – – –
LFG
308
Larson Financial Group
Missouri
$2.25K – – –
AFG
309
Albion Financial Group
Utah
$2.16K – – –
HNW
310
High Note Wealth
Minnesota
$2.16K +$2.1K +24 New
SIC
311
SJS Investment Consulting
Ohio
$1.89K -$263 -3 -13%
PWMG
312
Prestige Wealth Management Group
New Jersey
$1.89K – – –
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$1.71K -$1.49M -17,014 -100%
BGAI
314
Bruce G. Allen Investments
Colorado
$1.71K +$438 +5 +36%
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$1.53K – – –
CYG
316
Clean Yield Group
Vermont
$1.53K – – –
FHA
317
First Horizon Advisors
Tennessee
$1.53K – – –
RIL
318
Rothschild Investment LLC
Illinois
$900 – – –
S
319
Sachetta
Massachusetts
$811 – – –
GFPC
320
Global Financial Private Client
Florida
$450 +$438 +5 New
AWM
321
Abound Wealth Management
Tennessee
$271 +$263 +3 New
PWM
322
Parkworth Wealth Management
California
$270 +$263 +3 New
TFM
323
TFC Financial Management
Massachusetts
$91 – – –
AP
324
Advisors Preferred
Maryland
– -$6.67M -84,396 Closed
TI
325
Trexquant Investment
Connecticut
– -$5.55M -69,850 Closed
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