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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
701
McIlrath & Eck
Washington
$9.58K – – –
LWM
702
Lodestone Wealth Management
Washington
$9.58K +$9.26K +33 New
AEPWM
703
Atlantic Edge Private Wealth Management
Florida
$9.29K – – –
DWM
704
Dogwood Wealth Management
Kansas
$9.29K +$7.58K +27 +540%
KFI
705
Key Financial Inc
Pennsylvania
$8.71K – – –
GAAM
706
Guinness Atkinson Asset Management
California
$8.51K +$8.14K +29 New
CMBA
707
C.M. Bidwell & Associates
Hawaii
$8.42K – – –
PSB
708
Piscataqua Savings Bank
New Hampshire
$8.41K – – –
FNWA
709
Financial Network Wealth Advisors
Utah
$7.83K -$1.12K -4 -13%
STB
710
S&T Bank
Pennsylvania
$7.83K – – –
FAMI
711
Fideuram Asset Management (Ireland)
$7.33K +$4.49K +16 New
TCM
712
TD Capital Management
Tennessee
$7.25K – – –
DWM
713
Darwin Wealth Management
Florida
$7.08K – – –
ADL
714
Asset Dedication LLC
California
$6.96K – – –
TPBG
715
Turning Point Benefit Group
Maryland
$6.38K -$561 -2 -8%
RA
716
Ransom Advisory
Rhode Island
$6.38K +$6.18K +22 New
HI
717
Harbour Investments
Wisconsin
$6.09K +$1.4K +5 +31%
AS
718
Altshuler Shaham
Israel
$6.09K +$5.89K +21 New
AW
719
Ankerstar Wealth
Texas
$6.09K +$5.89K +21 New
AW
720
Avion Wealth
Texas
$6K +$5.89K +21 +2,100%
GCM
721
Gunpowder Capital Management
Maryland
$5.8K +$5.62K +20 New
CPG
722
Cornerstone Planning Group
New Jersey
$5.67K +$3.09K +11 +110%
SWP
723
Strategic Wealth Partners
Ohio
$5.27K – – –
GWM
724
Geneos Wealth Management
Colorado
$5.22K -$2.25K -8 -31%
RFP
725
Root Financial Partners
California
$4.93K -$3.37K -12 -41%
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