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EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
776
Action Point Financial Planning
Michigan
$3.02K +$3.24K +19 New
BFPW
777
BOK Financial Private Wealth
Colorado
$2.86K +$3.07K +18 New
BIA
778
Bell Investment Advisors
California
$2.7K -$1.02K -6 -26%
GA
779
GoalVest Advisory
New York
$2.7K +$2.9K +17 New
WB
780
Webster Bank
Connecticut
$2.54K +$2.73K +16 New
PWMG
781
Private Wealth Management Group
New Jersey
$2.38K -$2.39K -14 -48%
PWA
782
Physician Wealth Advisors
Utah
$2.38K +$1.7K +10 +200%
SS
783
SBI Securities
Japan
$2.22K – – –
MIM
784
Marshall Investment Management
Colorado
$2.06K +$2.22K +13 New
AW
785
Avion Wealth
Texas
$2K -$511 -3 -18%
FNWA
786
Financial Network Wealth Advisors
Utah
$1.93K -$1.53K -9 -43%
BCWM
787
Bartlett & Co Wealth Management
Ohio
$1.75K -$1.02K -6 -35%
RWM
788
Rialto Wealth Management
New York
$1.59K +$1.36K +8 +400%
BHWM
789
Bay Harbor Wealth Management
Maryland
$1.59K -$852 -5 -33%
BWL
790
Bogart Wealth LLC
Virginia
$1.59K -$341 -2 -17%
RS
791
Rakuten Securities
Japan
$1.59K – – –
TSMHT
792
Thurston Springer Miller Herd & Titak
Indiana
$1.59K – – –
KG
793
Kilter Group
New York
$1.43K -$5.11K -30 -77%
EWP
794
Elevation Wealth Partners
California
$1.43K -$852 -5 -36%
HFS
795
Hughes Financial Services
Virginia
$1.43K +$682 +4 +80%
CFM
796
Cornerstone Financial Management
Massachusetts
$1.27K -$682 -4 -33%
DPW
797
DiNuzzo Private Wealth
Pennsylvania
$1.11K -$511 -3 -30%
PWMG
798
Prestige Wealth Management Group
New Jersey
$1.11K – – –
HIA
799
HFM Investment Advisors
New Jersey
$1.11K +$682 +4 +133%
ADL
800
Asset Dedication LLC
California
$1.11K +$1.02K +6 +600%
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