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FVRR

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
201
Nalls Sherbakoff Group
Tennessee
$611 +$658 +18 New
ME
202
McIlrath & Eck
Washington
$559 – – –
CWA
203
Clearview Wealth Advisors
Oregon
$524 – – –
HI
204
Harbour Investments
Wisconsin
$489 – – –
PMFA
205
Plante Moran Financial Advisors
Michigan
$489 – – –
FFL
206
Financial Freedom LLC
Ohio
$384 – – –
BWA
207
BDO Wealth Advisors
Florida
$350 – – –
MIM
208
Macroview Investment Management
Maryland
$350 – – –
AWM
209
Accel Wealth Management
Iowa
$349 – – –
MTIC
210
Missouri Trust & Investment Company
Missouri
$349 – – –
RCM
211
Raleigh Capital Management
North Carolina
$320 – – –
BAM
212
Belpointe Asset Management
Nevada
$314 – – –
SCA
213
Stonebridge Capital Advisors
Minnesota
$279 – – –
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$279 +$292 +8 New
DSC
215
Duncker Streett & Co
Missouri
$210 – – –
PWMG
216
Prestige Wealth Management Group
New Jersey
$210 – – –
DWA
217
Delos Wealth Advisors
Texas
$175 – – –
SIC
218
Salem Investment Counselors
North Carolina
$140 -$219 -6 -60%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$105 -$219 -6 -67%
IFAM
220
Institutional & Family Asset Management
Colorado
$105 – – –
HNB
221
Huntington National Bank
Ohio
$70 – – –
SWA
222
Sutton Wealth Advisors
Florida
$70 – – –
AWM
223
Atticus Wealth Management
Florida
$35 – – –
GIA
224
GHP Investment Advisors
Colorado
$35 – – –
BU
225
Builders Union
United Kingdom
– -$11.3M -387,900 Closed
7 8
9
10 11