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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
676
Golden State Wealth Management
California
$1.97K – – –
PIM
677
Plato Investment Management
Australia
$1.95K – – –
CIAS
678
CBIZ Investment Advisory Services
Ohio
$1.74K -$1.87K -8 -50%
FFA
679
Frazier Financial Advisors
Ohio
$1.74K – – –
MEG
680
Millstone Evans Group
Colorado
$1.74K – – –
PPC
681
Park Place Capital
Alabama
$1.74K – – –
VERPA
682
Virginia Estate & Retirement Planning Advisors
Virginia
$1.74K +$1.87K +8 New
NFSG
683
Newbridge Financial Services Group
Florida
$1.56K – – –
RFP
684
Root Financial Partners
California
$1.52K -$2.33K -10 -59%
KG
685
Kilter Group
New York
$1.52K -$233 -1 -13%
CFG
686
Clayton Financial Group
Missouri
$1.52K +$933 +4 +133%
HNW
687
High Note Wealth
Minnesota
$1.52K +$1.63K +7 New
RCM
688
Raleigh Capital Management
North Carolina
$1.52K +$1.63K +7 New
BFS
689
Burkett Financial Services
South Carolina
$1.32K – – –
SSG
690
Summit Securities Group
New York
$1.3K -$11.7K -50 -89%
AAG
691
Armstrong Advisory Group
Massachusetts
$1.3K – – –
MS
692
Monetary Solutions
Ohio
$1.3K – – –
BLC
693
Brown, Lisle/Cummings
Rhode Island
$1.3K +$1.4K +6 New
PWA
694
Physician Wealth Advisors
Utah
$1.08K -$7.24K -31 -86%
ADL
695
Asset Dedication LLC
California
$1.08K -$4.43K -19 -79%
HFS
696
Hughes Financial Services
Virginia
$1.08K -$233 -1 -17%
RWM
697
Raffa Wealth Management
District of Columbia
$1.08K – – –
TCM
698
Triumph Capital Management
Colorado
$1.08K – – –
BIA
699
Bell Investment Advisors
California
$1.08K +$467 +2 +67%
GCP
700
Gill Capital Partners
Colorado
$1.08K +$1.17K +5 New
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