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First Horizon
FHN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
626
Creative Capital Management Investments
California
$3.72K +$3.54K +145 New
HPC
627
HM Payson & Co
Maine
$3.64K – – –
PWA
628
Physician Wealth Advisors
Utah
$3.44K +$1.1K +45 +51%
SC
629
SouthState Corp
Florida
$3.1K +$512 +21 +21%
HCM
630
Hollencrest Capital Management
California
$2.77K +$24 +1 +0.9%
AG
631
AmeriFlex Group
Nevada
$2.59K +$2.46K +101 New
PTC
632
Private Trust Company
Ohio
$2.49K – – –
PS
633
Planning Strategies
Pennsylvania
$2.49K +$2.37K +97 New
DF
634
Dunhill Financial
United Kingdom
$2.44K – – –
BHWM
635
Bay Harbor Wealth Management
Maryland
$1.99K +$512 +21 +38%
CCWM
636
Cassaday & Co Wealth Management
Virginia
$1.9K – – –
BGAI
637
Bruce G. Allen Investments
Colorado
$1.9K – – –
MAM
638
Marquette Asset Management
Minnesota
$1.82K – – –
LIM
639
Longfellow Investment Management
Massachusetts
$1.74K – – –
WA
640
Whipplewood Advisors
Colorado
$1.72K -$5.44K -223 -77%
HIA
641
HFM Investment Advisors
New Jersey
$1.72K +$878 +36 +116%
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$1.69K – – –
HFS
643
Hughes Financial Services
Virginia
$1.56K +$488 +20 +49%
ZBNA
644
Zions Bancorporation, National Association
Utah
$1.31K – – –
BFS
645
Bare Financial Services
Pennsylvania
$1.23K – – –
MFP
646
Meramec Financial Planners
Missouri
$1.17K – – –
SC
647
Swan Capital
Florida
$1.06K – – –
CPG
648
Cornerstone Planning Group
New Jersey
$1.03K +$195 +8 +25%
OAG
649
Oakmont Advisory Group
New Mexico
$1K +$951 +39 New
DF
650
DecisionPoint Financial
Arizona
$938 +$366 +15 +71%
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