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DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
876
TFC Financial Management
Massachusetts
$5.17K +$134 +1 +3%
1IA
877
1620 Investment Advisors
Massachusetts
$5.03K – – –
BIA
878
Bell Investment Advisors
California
$4.77K +$1.21K +9 +33%
RWM
879
Raffa Wealth Management
District of Columbia
$4.37K – – –
ACM
880
Anfield Capital Management
California
$4.37K +$807 +6 +22%
WTC
881
WhitTier Trust Company
Nevada
$4.37K – – –
KG
882
Kilter Group
New York
$4.11K +$4.17K +31 New
HWP
883
Highline Wealth Partners
California
$3.97K +$1.34K +10 +50%
FMP
884
Financial Management Professionals
Texas
$3.87K -$2.02K -15 -34%
CIAS
885
CBIZ Investment Advisory Services
Ohio
$3.73K +$3.77K +28 New
WCM
886
WealthTrak Capital Management
Virginia
$3.71K +$941 +7 +33%
TCA
887
Trifecta Capital Advisors
Illinois
$3.71K +$1.88K +14 +100%
PWMG
888
Prestige Wealth Management Group
New Jersey
$3.34K – – –
1NWS
889
1 North Wealth Services
Maryland
$3.31K – – –
HCM
890
Hollencrest Capital Management
California
$3.31K – – –
Q1WB
891
Quest 10 Wealth Builders
Virginia
$3.18K – – –
SS
892
SBI Securities
Japan
$3.18K – – –
AW
893
Avion Wealth
Texas
$3K -$269 -2 -6%
OAJ
894
Ogorek Anthony Joseph
New York
$3K – – –
MAM
895
Morse Asset Management
Connecticut
$2.91K – – –
APW
896
Aventura Private Wealth
Florida
$2.78K – – –
HFS
897
Hughes Financial Services
Virginia
$2.78K +$1.08K +8 +67%
VWA
898
Valued Wealth Advisors
Utah
$2.14K – – –
DF
899
Dunhill Financial
United Kingdom
$2.07K -$4.3K -32 -68%
PCM
900
Penserra Capital Management
California
$2K -$873K -6,495 -100%
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