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FLS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
551
Creative Capital Management Investments
California
$2.37K +$2.43K +32 New
MA
552
Montag & Associates
Georgia
$2.31K -$152 -2 -6%
MIM
553
Marshall Investment Management
Colorado
$2.3K +$2.36K +31 New
BWL
554
Bogart Wealth LLC
Virginia
$2.15K +$1.06K +14 +93%
CH
555
Cromwell Holdings
Wyoming
$2.08K +$684 +9 +47%
SIC
556
SJS Investment Consulting
Ohio
$2.08K -$76 -1 -3%
TFA
557
Transamerica Financial Advisors
Florida
$2.01K +$1.9K +25 +1,250%
RWM
558
Raffa Wealth Management
District of Columbia
$1.71K – – –
BHWM
559
Bay Harbor Wealth Management
Maryland
$1.71K +$608 +8 +53%
DPW
560
DiNuzzo Private Wealth
Pennsylvania
$1.63K +$152 +2 +10%
CIAM
561
Caitong International Asset Management
Hong Kong
$1.56K -$69K -907 -98%
RF
562
Rossby Financial
Florida
$1.56K -$228 -3 -13%
PS
563
Planning Strategies
Pennsylvania
$1.48K +$1.52K +20 New
BCM
564
Boreal Capital Management
Florida
$1.34K – – –
MCM
565
Manchester Capital Management
Vermont
$1.33K – – –
SC
566
SouthState Corp
Florida
$1.26K – – –
MB
567
MidFirst Bank
Oklahoma
$1.19K – – –
IA
568
IFG Advisory
Georgia
$1.17K +$1.22K +16 New
PWMG
569
Prestige Wealth Management Group
New Jersey
$1.12K – – –
HIA
570
HFM Investment Advisors
New Jersey
$1.11K +$532 +7 +88%
AW
571
Avion Wealth
Texas
$1K – – –
HFS
572
Hughes Financial Services
Virginia
$890 – – –
JWM
573
JPL Wealth Management
Colorado
$742 -$1.9K -25 -71%
FC
574
Financial Consulate
Maryland
$594 +$608 +8 New
SGFG
575
Silver Grove Financial Group
New York
$593 +$608 +8 New
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