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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
801
WR Wealth Planners
Missouri
$3.82K +$536 +2 +15%
CA
802
CoreCap Advisors
Michigan
$3.57K +$3.75K +14 New
SS
803
SBI Securities
Japan
$3.57K +$3.75K +14 New
AWM
804
Avior Wealth Management
Nebraska
$3.31K +$2.14K +8 +160%
CA
805
Continuum Advisory
Idaho
$3.06K -$11.5K -43 -78%
DPW
806
DiNuzzo Private Wealth
Pennsylvania
$2.8K – – –
SIC
807
SJS Investment Consulting
Ohio
$2.8K – – –
CPG
808
Cornerstone Planning Group
New Jersey
$2.75K -$536 -2 -17%
MA
809
MCF Advisors
Kentucky
$2.55K -$268 -1 -9%
BWL
810
Bogart Wealth LLC
Virginia
$2.55K +$2.68K +10 New
BGAI
811
Bruce G. Allen Investments
Colorado
$2.55K +$2.68K +10 New
CCA
812
Criterion Capital Advisors
Tennessee
$2.42K – – –
FNWA
813
Financial Network Wealth Advisors
Utah
$2.29K -$7.77K -29 -76%
SOW
814
State of Wyoming
Wyoming
$2.29K -$4.29K -16 -64%
WA
815
Whipplewood Advisors
Colorado
$2.29K +$2.41K +9 New
PA
816
Pineridge Advisors
Missouri
$2.04K – – –
TFM
817
TFC Financial Management
Massachusetts
$2.04K – – –
WCM
818
WealthTrak Capital Management
Virginia
$2.04K +$2.14K +8 New
CIAS
819
CBIZ Investment Advisory Services
Ohio
$2.04K +$2.14K +8 New
CAL
820
Capital Analysts LLC
Pennsylvania
$2K -$1.07K -4 -36%
CMP
821
Coston McIsaac & Partners
Maine
$2K – – –
PWMG
822
Prestige Wealth Management Group
New Jersey
$1.78K -$3.75K -14 -67%
CWC
823
Carolinas Wealth Consulting
North Carolina
$1.78K -$1.34K -5 -42%
TCA
824
Trifecta Capital Advisors
Illinois
$1.78K – – –
CSWM
825
Cassady Schiller Wealth Management
Ohio
$1.78K +$1.88K +7 New
31 32
33
34 35