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Assured Guaranty
AGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
301
Westend Capital Management
California
$3.98K – – –
BFS
302
Bare Financial Services
Pennsylvania
$3.81K -$1.99K -24 -35%
CPG
303
Cornerstone Planning Group
New Jersey
$3.77K -$582 -7 -13%
BBHC
304
Brown Brothers Harriman & Co
New York
$3.64K – – –
LFG
305
Larson Financial Group
Missouri
$3.56K +$997 +12 +40%
S
306
Sachetta
Massachusetts
$2.96K +$2.16K +26 +289%
CIAM
307
Caitong International Asset Management
Hong Kong
$2.62K +$1.66K +20 +182%
CT
308
Clearstead Trust
Maine
$2.54K – – –
BIA
309
Bell Investment Advisors
California
$2.46K -$1.25K -15 -34%
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.46K -$83 -1 -3%
FFO
311
Fortitude Family Office
Arizona
$2.46K +$249 +3 +12%
CFO
312
CVA Family Office
Colorado
$2.29K – – –
AFG
313
Albion Financial Group
Utah
$2.03K – – –
HNW
314
High Note Wealth
Minnesota
$2.03K – – –
PWMG
315
Prestige Wealth Management Group
New Jersey
$1.78K – – –
BGAI
316
Bruce G. Allen Investments
Colorado
$1.61K -$83 -1 -5%
CYG
317
Clean Yield Group
Vermont
$1.44K – – –
FHC
318
First Horizon Corporation
Tennessee
$1.44K +$1.41K +17 New
CT
319
Colonial Trust
South Carolina
$1.35K – – –
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$1.32K -$83 -1 -6%
EWP
321
Elevation Wealth Partners
California
$1.27K +$1.25K +15 New
PWA
322
Physician Wealth Advisors
Utah
$1.02K – – –
RWM
323
Rialto Wealth Management
New York
$1.02K +$665 +8 +200%
FC
324
Financial Consulate
Maryland
$1.02K +$997 +12 New
DRP
325
Decker Retirement Planning
Utah
$677 -$3.66K -44 -85%
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