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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
Whipplewood Advisors
Colorado
$11.6K -$30.1K -145 -73%
WWM
977
Wolff Wiese Magana
California
$11.4K – – –
PWMG
978
Prestige Wealth Management Group
New Jersey
$11.3K – – –
AWM
979
Activest Wealth Management
Florida
$11.3K +$1.04K +5 +11%
APW
980
Aventura Private Wealth
Florida
$10.9K +$10.4K +50 New
CT
981
Clearstead Trust
Maine
$10.5K – – –
CWM
982
Centricity Wealth Management
Ohio
$10.2K – – –
CIAS
983
CBIZ Investment Advisory Services
Ohio
$9.37K +$6.43K +31 +258%
AIM
984
Anchor Investment Management
South Carolina
$9.15K – – –
CSB
985
City State Bank
Iowa
$9.15K – – –
BI
986
Binnacle Investments
Iowa
$8.94K +$623 +3 +8%
PWA
987
Physician Wealth Advisors
Utah
$8.72K – – –
BOJHT
988
Bank of Jackson Hole Trust
Wyoming
$7.63K – – –
FPF
989
First Pacific Financial
Washington
$7.63K – – –
RS
990
Rakuten Securities
Japan
$7.41K +$6.23K +30 +750%
TFA
991
Transamerica Financial Advisors
Florida
$6.78K -$2.7K -13 -29%
SIC
992
Salem Investment Counselors
North Carolina
$6.54K -$2.28K -11 -27%
TCOV
993
Trust Company of Vermont
Vermont
$6.54K – – –
SO
994
Sierra Ocean
California
$6.38K – – –
MCM
995
Manchester Capital Management
Vermont
$6.32K +$1.04K +5 +21%
MPW
996
MASECO Private Wealth
$6.19K +$5.81K +28 New
KFI
997
Key Financial Inc
Pennsylvania
$6.1K – – –
GC
998
GFG Capital
Florida
$6.1K +$5.81K +28 New
TFGT
999
TS Financial Group (TSFG)
Illinois
$6K – – –
RWS
1000
Retirement Wealth Solutions
Wisconsin
$5.74K -$1.25K -6 -19%
38 39
40
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