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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
676
MJT & Associates Financial Advisory
Minnesota
$6.21K +$6.2K +27 New
CYG
677
Clean Yield Group
Vermont
$6.21K – – –
STB
678
S&T Bank
Pennsylvania
$6.21K – – –
CTA
679
Colonial Trust Advisors
South Carolina
$6.21K +$6.2K +27 New
MIM
680
Marshall Investment Management
Colorado
$5.98K +$5.97K +26 New
TCM
681
TD Capital Management
Tennessee
$5.75K – – –
APFP
682
Action Point Financial Planning
Michigan
$5.29K +$5.28K +23 New
SWM
683
SHP Wealth Management
Massachusetts
$5.06K +$1.61K +7 +47%
BCWM
684
Bartlett & Co Wealth Management
Ohio
$5.06K +$4.82K +21 +2,100%
LI
685
LRI Investments
Florida
$4.9K -$2.99K -13 -38%
AW
686
Ankerstar Wealth
Texas
$4.83K – – –
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.6K -$1.84K -8 -29%
NF
688
Napier Financial
Massachusetts
$4.6K – – –
S
689
Sachetta
Massachusetts
$4.37K -$230 -1 -5%
PWA
690
Physician Wealth Advisors
Utah
$4.37K +$3.21K +14 +280%
AF
691
Align Financial
Minnesota
$4.14K – – –
GWM
692
Geneos Wealth Management
Colorado
$4.14K – – –
SWP
693
Strategic Wealth Partners
Ohio
$3.49K -$689 -3 -17%
JWM
694
JPL Wealth Management
Colorado
$3.45K – – –
BWS
695
Buck Wealth Strategies
Colorado
$3.22K +$3.21K +14 New
CB
696
Centennial Bank
Arkansas
$2.99K – – –
CFD
697
Creative Financial Designs
Indiana
$2.99K – – –
CH
698
Cromwell Holdings
Wyoming
$2.76K -$17.2K -75 -86%
CFB
699
Cullen/Frost Bankers
Texas
$2.76K – – –
JSAM
700
J. Safra Asset Management
New York
$2.76K – – –
26 27
28
29 30