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FLR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
376
Elevation Wealth Partners
California
$4.4K +$4.2K +101 New
NFSG
377
Newbridge Financial Services Group
Florida
$4.36K – – –
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.27K – – –
CFB
379
Cullen/Frost Bankers
Texas
$4.22K +$4.03K +97 New
BCWM
380
Bartlett & Co Wealth Management
Ohio
$3.48K – – –
MFT
381
Moisand Fitzgerald Tamayo
Florida
$3.48K – – –
CT
382
Colonial Trust
South Carolina
$3.01K – – –
SSB
383
Sandy Spring Bank
Maryland
$2.96K – – –
OWA
384
Opal Wealth Advisors
New York
$2.66K +$2.54K +61 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$2.48K – – –
FHA
386
First Horizon Advisors
Tennessee
$2.13K – – –
BG
387
Bollard Group
Massachusetts
$2K – – –
SFCL
388
Strengthening Families & Communities LLC
Massachusetts
$2K +$2.08K +50 New
IC
389
Innealta Capital
Texas
$1.74K +$1.66K +40 New
IAIM
390
International Assets Investment Management
Florida
$1.52K +$1.46K +35 New
SIC
391
SJS Investment Consulting
Ohio
$1.26K – – –
S
392
Sachetta
Massachusetts
$1.13K – – –
VCM
393
Versant Capital Management
Arizona
$915 – – –
AFWM
394
Abich Financial Wealth Management
Virginia
$915 +$873 +21 New
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$654 +$125 +3 +25%
RI
396
Ridgewood Investments
New Jersey
$550 +$541 +13 New
MG
397
Mather Group
Illinois
$423 +$416 +10 New
GI
398
Gradient Investments
Minnesota
$348 – – –
AAP
399
Arax Advisory Partners
Colorado
$305 +$291 +7 New
DCM
400
Driehaus Capital Management
Illinois
– -$21M -497,198 Closed
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