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EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Abound Wealth Management
Tennessee
$2.16K -$397 -2 -14%
BWL
827
Bogart Wealth LLC
Virginia
$2.16K +$1.19K +6 +100%
CFM
828
Cornerstone Financial Management
Massachusetts
$2.16K +$1.99K +10 +500%
FCAS
829
First Command Advisory Services
Texas
$2.16K +$2.38K +12 New
WSFG
830
Wall Street Financial Group
Illinois
$2.16K +$2.38K +12 New
PWA
831
Portus Wealth Advisors
North Carolina
$1.98K +$2.19K +11 New
TFM
832
TFC Financial Management
Massachusetts
$1.8K +$596 +3 +43%
DPW
833
DiNuzzo Private Wealth
Pennsylvania
$1.8K -$199 -1 -9%
RS
834
Rakuten Securities
Japan
$1.8K +$1.99K +10 New
RCM
835
Raleigh Capital Management
North Carolina
$1.8K +$1.99K +10 New
TSMHT
836
Thurston Springer Miller Herd & Titak
Indiana
$1.8K – – –
AP
837
Aspect Partners
Virginia
$1.62K +$199 +1 +13%
PWMG
838
Prestige Wealth Management Group
New Jersey
$1.26K – – –
DWM
839
Dogwood Wealth Management
Kansas
$1.26K -$1.59K -8 -53%
IW
840
Imprint Wealth
South Carolina
$1.26K – – –
HWP
841
Highline Wealth Partners
California
$1.08K +$397 +2 +50%
NSIM
842
North Star Investment Management
Illinois
$1.08K +$397 +2 +50%
EC
843
Elequin Capital
New York
$1.08K +$1.19K +6 New
NB
844
NBT Bank
New York
$1.08K +$1.19K +6 New
CAL
845
Capital Analysts LLC
Pennsylvania
$1K – – –
PWA
846
Physician Wealth Advisors
Utah
$901 -$7.75K -39 -89%
FC
847
Financial Consulate
Maryland
$901 – – –
ECA
848
Elevated Capital Advisors
Utah
$900 – – –
HFS
849
Hughes Financial Services
Virginia
$900 +$596 +3 +150%
BH
850
Burk Holdings
Oklahoma
$900 +$993 +5 New
32 33
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