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ENI
E

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$1.17K +$589 +11 +79%
CTC
327
Central Trust Company
Missouri
$1.03K +$1.18K +22 New
BAM
328
Bellevue Asset Management
Washington
$1.03K +$1.18K +22 New
POIA
329
Pin Oak Investment Advisors
Texas
$1K +$589 +11 New
HI
330
Horizon Investments
North Carolina
$937 -$857 -16 -44%
ECA
331
Elevated Capital Advisors
Utah
$843 – – –
CA
332
CoreCap Advisors
Michigan
$797 -$279K -5,200 -100%
MIM
333
Marshall Investment Management
Colorado
$703 +$804 +15 New
NSIM
334
North Star Investment Management
Illinois
$656 – – –
NWS
335
Nvest Wealth Strategies
Ohio
$610 – – –
AWM
336
Abound Wealth Management
Tennessee
$563 +$214 +4 +50%
HIA
337
Highland Investment Advisors
Florida
$562 +$643 +12 New
PMFA
338
Plante Moran Financial Advisors
Michigan
$469 +$536 +10 New
TC
339
Trust Company
Kansas
$422 – – –
HHGA
340
Halbert Hargrove Global Advisors
California
$387 +$429 +8 New
IA
341
IFG Advisory
Georgia
$375 +$429 +8 New
MS
342
Monetary Solutions
Ohio
$375 +$429 +8 New
HWP
343
Highline Wealth Partners
California
$328 – – –
CFM
344
Compass Financial Management
Florida
$267 +$268 +5 New
GBT
345
Grove Bank & Trust
Florida
$234 +$268 +5 New
DRP
346
Decker Retirement Planning
Utah
$123 +$161 +3 New
GFA
347
Godfrey Financial Associates
New York
$47 -$161 -3 -75%
BCMIO
348
Beacon Capital Management Inc (Ohio)
Ohio
$41 – – –
PUI
349
Purpose Unlimited Inc
– -$5.98M -105,691 Closed
TCM
350
Turas Capital Management
Massachusetts
– -$4.64M -81,900 Closed
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