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GGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
676
Key Capital Management
Tennessee
$2.95K +$2.37K +30 +333%
CCMI
677
Creative Capital Management Investments
California
$2.72K +$2.84K +36 New
CWP
678
Concord Wealth Partners
Virginia
$2.57K +$2.68K +34 New
TM
679
Torren Management
California
$2.53K – – –
ZBNA
680
Zions Bancorporation, National Association
Utah
$2.27K -$237 -3 -9%
CT
681
Colonial Trust
South Carolina
$2.12K +$789 +10 +56%
TFM
682
TFC Financial Management
Massachusetts
$2.12K – – –
SWM
683
SHP Wealth Management
Massachusetts
$2.12K +$789 +10 +56%
DPW
684
DiNuzzo Private Wealth
Pennsylvania
$2.04K -$79 -1 -4%
NWM
685
Navigoe Wealth Management
California
$2K +$158 +2 +6%
HFS
686
Hughes Financial Services
Virginia
$1.97K – – –
CH
687
Cromwell Holdings
Wyoming
$1.97K +$158 +2 +8%
ADL
688
Asset Dedication LLC
California
$1.74K -$36.9K -468 -95%
DF
689
Dunhill Financial
United Kingdom
$1.66K -$237 -3 -12%
BHWM
690
Bay Harbor Wealth Management
Maryland
$1.66K – – –
RWM
691
Raffa Wealth Management
District of Columbia
$1.59K -$79 -1 -5%
CIAS
692
CBIZ Investment Advisory Services
Ohio
$1.52K – – –
CA
693
Continuum Advisory
Idaho
$1.36K +$1.42K +18 New
TCM
694
TD Capital Management
Tennessee
$1.32K – – –
MB
695
MidFirst Bank
Oklahoma
$1.28K – – –
PIS
696
POM Investment Strategies
North Carolina
$1.21K +$1.26K +16 New
MAS
697
MPWM Advisory Solutions
Georgia
$1.13K – – –
NEWAS
698
N.E.W. Advisory Services
Wisconsin
$1.13K +$1.18K +15 New
HIA
699
HFM Investment Advisors
New Jersey
$983 +$316 +4 +44%
TWD
700
True Wealth Design
Ohio
$908 -$21.5K -272 -96%
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