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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$67.6K +$10.4K +205 +21%
ST
602
Smithfield Trust
Pennsylvania
$67K – – –
EWA
603
EverSource Wealth Advisors
Alabama
$66K -$14.8K -293 -20%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$58K – – –
HWA
605
HHM Wealth Advisors
Tennessee
$56.1K – – –
CT
606
Clearstead Trust
Maine
$54.5K – – –
CFD
607
Creative Financial Designs
Indiana
$53.2K – – –
GWS
608
Glassman Wealth Services
Virginia
$51.1K +$2.07K +41 +5%
ADL
609
Asset Dedication LLC
California
$51K -$303 -6 -0.7%
QC
610
Quent Capital
New York
$50.6K – – –
PSB
611
Piscataqua Savings Bank
New Hampshire
$48.8K – – –
LC
612
Lindbrook Capital
California
$46.9K +$10K +199 +31%
PWMA
613
Pension & Wealth Management Advisors
Massachusetts
$46.7K -$1.72K -34 -4%
DCBT
614
Dakota Community Bank & Trust
North Dakota
$46.7K – – –
IGWM
615
ICA Group Wealth Management
Colorado
$45.9K +$41.2K +815 New
BWP
616
Baldwin Wealth Partners
Massachusetts
$44.9K – – –
OIA
617
Optimum Investment Advisors
Illinois
$44.9K – – –
SAI
618
Systematic Alpha Investments
New Jersey
$41.1K – – –
SWM
619
Sugarloaf Wealth Management
Georgia
$39.3K – – –
IFAM
620
Institutional & Family Asset Management
Colorado
$36.1K – – –
YAL
621
Your Advocates Ltd
Texas
$35.1K +$27.5K +544 +680%
SSG
622
Summit Securities Group
New York
$35K -$15.4K -304 -33%
TWC
623
TD Waterhouse Canada
Ontario, Canada
$34.8K -$50 -1 -0.2%
SAM
624
S.A. Mason
Michigan
$34.1K – – –
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$33.6K – – –
23 24
25
26 27