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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
751
Park Place Capital
Alabama
$2.2K – – –
LWMI
752
Legacy Wealth Management (Idaho)
Idaho
$2.12K +$1.75K +20 +333%
AIM
753
Anchor Investment Management
South Carolina
$2.04K – – –
BCMLT
754
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.31K +15 +150%
CPG
755
Cornerstone Planning Group
New Jersey
$2.03K -$35.2K -402 -94%
PMAM
756
Picton Mahoney Asset Management
Ontario, Canada
$2K -$631K -7,203 -100%
JWA
757
JFS Wealth Advisors
Pennsylvania
$1.95K +$88 +1 +4%
HFS
758
Hughes Financial Services
Virginia
$1.82K +$1.93K +22 New
S
759
Sachetta
Massachusetts
$1.79K – – –
MCM
760
MV Capital Management
Maryland
$1.79K +$175 +2 +10%
CB
761
CNB Bank
Pennsylvania
$1.71K – – –
ADL
762
Asset Dedication LLC
California
$1.63K – – –
GWSA
763
Global Wealth Strategies & Associates
Colorado
$1.63K – – –
MSWA
764
Marshall & Sterling Wealth Advisors
New York
$1.63K – – –
RWM
765
Raffa Wealth Management
District of Columbia
$1.63K – – –
HIW
766
Holos Integrated Wealth
Pennsylvania
$1.47K – – –
SC
767
Solstein Capital
California
$1.47K – – –
BFS
768
Bare Financial Services
Pennsylvania
$1.38K +$1.49K +17 New
NEWAS
769
N.E.W. Advisory Services
Wisconsin
$1.22K +$1.31K +15 New
SIC
770
SJS Investment Consulting
Ohio
$1.06K – – –
VWA
771
Valued Wealth Advisors
Utah
$1.06K – – –
PWA
772
Physician Wealth Advisors
Utah
$1.06K +$1.14K +13 New
WCM
773
Winthrop Capital Management
Indiana
$1K -$350 -4 -18%
CH
774
Cromwell Holdings
Wyoming
$977 +$1.05K +12 New
FNWA
775
Financial Network Wealth Advisors
Utah
$977 +$1.05K +12 New
29 30
31
32 33