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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
1101
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$11.1K +$10.9K +15 New
HNW
1102
High Note Wealth
Minnesota
$10.3K +$728 +1 +8%
CAL
1103
Capital Advisors Ltd
Ohio
$10K +$3.64K +5 +56%
SFG
1104
Strive Financial Group
Indiana
$10K +$9.46K +13 New
DPW
1105
DiNuzzo Private Wealth
Pennsylvania
$9.6K – – –
RWM
1106
Rialto Wealth Management
New York
$9.6K +$2.18K +3 +30%
BFS
1107
Bare Financial Services
Pennsylvania
$9.6K – – –
AW
1108
Avion Wealth
Texas
$9K +$2.91K +4 +44%
RF
1109
Rossby Financial
Florida
$8.36K +$2.18K +3 +38%
FIM
1110
FWL Investment Management
Texas
$8.12K – – –
BHWM
1111
Bay Harbor Wealth Management
Maryland
$8.12K +$2.18K +3 +38%
CMP
1112
Coston McIsaac & Partners
Maine
$8K +$8.73K +12 New
SWM
1113
SHP Wealth Management
Massachusetts
$7.38K +$5.82K +8 +400%
EFMH
1114
E Fund Management (HK)
Hong Kong
$7.38K +$7.28K +10 New
PSFG
1115
Park Square Financial Group
Georgia
$6.64K -$21.1K -29 -76%
CH
1116
Cromwell Holdings
Wyoming
$6.64K +$728 +1 +13%
BCWM
1117
Bartlett & Co Wealth Management
Ohio
$6.37K +$728 +1 +17%
NWS
1118
Nvest Wealth Strategies
Ohio
$5.91K – – –
IAS
1119
IMA Advisory Services
Colorado
$5.91K -$728 -1 -11%
ACM
1120
Accent Capital Management
Ohio
$5.91K – – –
GBT
1121
Grove Bank & Trust
Florida
$5.91K – – –
MCA
1122
McGuire Capital Advisors
Oklahoma
$5.91K – – –
CFM
1123
Cornerstone Financial Management
Massachusetts
$5.91K +$2.18K +3 +60%
WA
1124
Westfuller Advisors
New York
$5.18K – – –
ADL
1125
Asset Dedication LLC
California
$5.17K – – –
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