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Assured Guaranty
AGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
326
AmeriFlex Group
Nevada
$3.37K +$3.32K +42 New
APFP
327
Action Point Financial Planning
Michigan
$3.21K +$3.4K +43 New
VWA
328
Valued Wealth Advisors
Utah
$2.65K +$2.61K +33 New
CIAM
329
Caitong International Asset Management
Hong Kong
$2.56K -$266K -3,372 -99%
BIA
330
Bell Investment Advisors
California
$2.33K -$1.18K -15 -34%
HPC
331
HM Payson & Co
Maine
$2.17K – – –
CFM
332
Cornerstone Financial Management
Massachusetts
$2.16K +$237 +3 +13%
WA
333
Whipplewood Advisors
Colorado
$1.92K -$4.74K -60 -71%
AFG
334
Albion Financial Group
Utah
$1.92K -$1.34K -17 -41%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$1.92K – – –
PWA
336
Physician Wealth Advisors
Utah
$1.92K +$948 +12 +100%
CCMI
337
Creative Capital Management Investments
California
$1.76K +$1.74K +22 New
PWMG
338
Prestige Wealth Management Group
New Jersey
$1.68K – – –
SFS
339
Sunrise Financial Services
Washington
$1.6K – – –
WIM
340
Westside Investment Management
California
$1.44K – – –
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$1.2K – – –
RWM
342
Rialto Wealth Management
New York
$1.12K -$395 -5 -26%
QL
343
Quarry LP
New York
$1.04K -$61.4K -778 -98%
BGAI
344
Bruce G. Allen Investments
Colorado
$962 -$237 -3 -20%
BHWM
345
Bay Harbor Wealth Management
Maryland
$962 +$158 +2 +20%
CA
346
CoreCap Advisors
Michigan
$882 +$869 +11 New
AT
347
Arlington Trust
Alabama
$802 – – –
HIA
348
HFM Investment Advisors
New Jersey
$722 +$395 +5 +125%
MCM
349
MV Capital Management
Maryland
$562 +$237 +3 +75%
CH
350
Cromwell Holdings
Wyoming
$561 – – –
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