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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$4.43K -$692 -31 -15%
EP
602
Evelyn Partners
$4.23K +$3.8K +170 New
SIM
603
Synergy Investment Management
Florida
$4.12K +$2.39K +107 +255%
JSAM
604
J. Safra Asset Management
New York
$4.11K – – –
PTC
605
Private Trust Company
Ohio
$3.98K +$1.7K +76 +90%
MB
606
MidFirst Bank
Oklahoma
$3.96K – – –
PS
607
Planning Strategies
Pennsylvania
$3.76K +$3.37K +151 New
CCMI
608
Creative Capital Management Investments
California
$3.71K +$3.33K +149 New
BIA
609
Bell Investment Advisors
California
$3.46K +$424 +19 +16%
QL
610
Quarry LP
New York
$3.36K -$208K -9,325 -99%
PWA
611
Physician Wealth Advisors
Utah
$3.29K +$581 +26 +25%
AG
612
AmeriFlex Group
Nevada
$3.21K +$2.88K +129 New
SSG
613
Summit Securities Group
New York
$3.19K +$827 +37 +41%
HWP
614
Highline Wealth Partners
California
$3.11K +$2.79K +125 New
BCV
615
Banque Cantonale Vaudoise
Switzerland
$3.05K +$269K +12,055 +11%
MTI
616
Merrithew & Thorsten Inc
California
$3K +$22 +1 +0.7%
BA
617
Blueline Advisors
New Hampshire
$2.89K – – –
BWL
618
Bogart Wealth LLC
Virginia
$2.74K +$715 +32 +41%
AF
619
Advisornet Financial
Minnesota
$2.74K -$68.5K -3,066 -97%
DIP
620
DT Investment Partners
Pennsylvania
$2.64K – – –
BHWM
621
Bay Harbor Wealth Management
Maryland
$2.51K +$1.3K +58 +135%
CSB
622
City State Bank
Iowa
$2.49K – – –
CWP
623
Concord Wealth Partners
Virginia
$2.49K +$2.23K +100 New
SWM
624
Spire Wealth Management
Virginia
$2.34K -$201 -9 -9%
SWM
625
SHP Wealth Management
Massachusetts
$2.26K +$201 +9 +11%
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