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Assured Guaranty
AGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
326
Fortitude Family Office
Arizona
$4.4K +$2.99K +35 +184%
KG
327
Kilter Group
New York
$4.24K +$3.76K +44 +550%
CPG
328
Cornerstone Planning Group
New Jersey
$4.17K +$427 +5 +11%
JFG
329
JDM Financial Group
Texas
$4.07K +$4.27K +50 New
WA
330
WPG Advisers
Maryland
$3.99K – – –
PWMG
331
Private Wealth Management Group
New Jersey
$3.75K -$2.39K -28 -38%
BIA
332
Bell Investment Advisors
California
$3.59K – – –
BBHC
333
Brown Brothers Harriman & Co
New York
$3.5K – – –
AFG
334
Albion Financial Group
Utah
$3.34K +$1.45K +17 +71%
SI
335
Sapience Investments
California
$2.44K +$2.56K +30 New
HPC
336
HM Payson & Co
Maine
$2.2K -$171K -2,000 -99%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$171 -2 -8%
HNW
338
High Note Wealth
Minnesota
$1.96K – – –
CFM
339
Cornerstone Financial Management
Massachusetts
$1.96K +$939 +11 +85%
JWM
340
JPL Wealth Management
Colorado
$1.96K +$2.05K +24 New
PWMG
341
Prestige Wealth Management Group
New Jersey
$1.71K – – –
MAM
342
Marquette Asset Management
Minnesota
$1.71K +$1.79K +21 New
SFS
343
Sunrise Financial Services
Washington
$1.63K – – –
RWM
344
Rialto Wealth Management
New York
$1.55K +$597 +7 +58%
WIM
345
Westside Investment Management
California
$1.47K – – –
CYG
346
Clean Yield Group
Vermont
$1.39K – – –
FHC
347
First Horizon Corporation
Tennessee
$1.39K – – –
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$1.22K – – –
BGAI
349
Bruce G. Allen Investments
Colorado
$1.22K -$256 -3 -17%
PWA
350
Physician Wealth Advisors
Utah
$978 +$1.02K +12 New
12 13
14
15 16