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BOX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
376
Cornerstone Planning Group
New Jersey
$1.59K -$1K -32 -35%
MAM
377
Marquette Asset Management
Minnesota
$1.44K -$251 -8 -14%
PWMG
378
Private Wealth Management Group
New Jersey
$1.26K – – –
PMAM
379
Picton Mahoney Asset Management
Ontario, Canada
$1.02K – – –
RF
380
Rossby Financial
Florida
$1.02K +$1.07K +34 New
FFO
381
Fortitude Family Office
Arizona
$927 -$220 -7 -18%
SS
382
Sunbelt Securities
Texas
$897 – – –
GSWM
383
Golden State Wealth Management
California
$837 – – –
TPCW
384
TD Private Client Wealth
New York
$808 +$847 +27 New
CTC
385
Central Trust Company
Missouri
$659 +$690 +22 New
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$599 – – –
AW
387
Ankerstar Wealth
Texas
$598 +$627 +20 New
SC
388
SouthState Corp
Florida
$539 – – –
BWA
389
Basecamp Wealth Advisors
Washington
$508 +$533 +17 New
CFM
390
Cornerstone Financial Management
Massachusetts
$508 +$533 +17 New
BFS
391
Bare Financial Services
Pennsylvania
$479 -$471 -15 -48%
BIM
392
Breakwater Investment Management
Washington
$479 +$502 +16 New
UFF
393
USA Financial Formulas
Michigan
$479 +$502 +16 New
GWM
394
Gilpin Wealth Management
Colorado
$419 +$439 +14 New
EP
395
Essential Partners
California
$389 +$188 +6 +86%
HI
396
Harbour Investments
Wisconsin
$359 – – –
CIAM
397
Caitong International Asset Management
Hong Kong
$329 -$4.61K -147 -93%
BHWM
398
Bay Harbor Wealth Management
Maryland
$299 -$31 -1 -9%
LSA
399
Leonteq Securities AG
Switzerland
$269 -$51K -1,625 -99%
FHA
400
Flagship Harbor Advisors
Massachusetts
$269 +$282 +9 New
14 15
16
17 18