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Exponent
EXPO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
301
Synergy Investment Management
Florida
$2.44K +$2.27K +37 New
CT
302
Colonial Trust
South Carolina
$2.21K +$123 +2 +6%
PWA
303
Physician Wealth Advisors
Utah
$2.17K -$614 -10 -21%
FA
304
Fedenia Advisers
Wisconsin
$2.12K +$2.21K +36 New
AWM
305
Activest Wealth Management
Florida
$2K +$61 +1 +3%
MCM
306
Manchester Capital Management
Vermont
$1.71K -$245 -4 -12%
AF
307
Advisornet Financial
Minnesota
$1.59K – – –
MAM
308
Marquette Asset Management
Minnesota
$1.59K +$1.66K +27 New
KG
309
Kilter Group
New York
$1.47K -$921 -15 -38%
BFS
310
Bare Financial Services
Pennsylvania
$1.41K +$1.04K +17 +243%
FNWA
311
Financial Network Wealth Advisors
Utah
$1.39K -$982 -16 -40%
QC
312
Quent Capital
New York
$1.29K -$1.84K -30 -58%
WA
313
WPG Advisers
Maryland
$1.29K – – –
JWA
314
JFS Wealth Advisors
Pennsylvania
$1.12K -$123 -2 -10%
SS
315
SBI Securities
Japan
$1.06K – – –
CI
316
CX Institutional
Indiana
$1K – – –
AW
317
Avion Wealth
Texas
$1K +$675 +11 +157%
FFO
318
Fortitude Family Office
Arizona
$999 -$552 -9 -35%
AG
319
AmeriFlex Group
Nevada
$999 +$1.04K +17 New
ZBNA
320
Zions Bancorporation, National Association
Utah
$881 +$921 +15 New
WT
321
Whittier Trust
California
$795 -$10.9K -178 -93%
SWM
322
SHP Wealth Management
Massachusetts
$705 -$368 -6 -33%
CFO
323
CVA Family Office
Colorado
$646 -$1.96K -32 -74%
LSA
324
Leonteq Securities AG
Switzerland
$588 -$5.03K -82 -89%
APFP
325
Action Point Financial Planning
Michigan
$588 +$614 +10 New
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