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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Curi Wealth Management
North Carolina
$11K -$150 -3 -1%
OC
1252
Oakworth Capital
Alabama
$11K – – –
SN
1253
Sittner & Nelson
Oregon
$11K – – –
CHA
1254
Carmichael Hill & Associates
Maryland
$11K +$2.75K +55 +27%
SWA
1255
Sutton Wealth Advisors
Florida
$10.2K -$8.09K -162 -41%
EIP
1256
Ellis Investment Partners
Pennsylvania
$10K -$3K -60 -20%
AW
1257
Avion Wealth
Texas
$10K – – –
TF
1258
TimeScale Financial
Massachusetts
$10K – – –
TFA
1259
Toth Financial Advisory
Virginia
$10K +$999 +20 +10%
MSFP
1260
Mark Sheptoff Financial Planning
Connecticut
$10K +$11.1K +222 +11,100%
OA
1261
Operose Advisors
Wisconsin
$9K -$49.9K -1,000 -82%
FNBOSM
1262
First National Bank of South Miami
Florida
$9K -$16.3K -327 -62%
LWP
1263
Lumature Wealth Partners
Georgia
$9K – – –
WIA
1264
Wealthstreet Investment Advisors
Texas
$9K – – –
VCM
1265
Versant Capital Management
Arizona
$9K +$449 +9 +4%
RG
1266
Retirement Group
California
$9K +$499 +10 +5%
MGIM
1267
M&G Investment Management
United Kingdom
$8.07K +$1.21M +24,287 +15%
JGIA
1268
Jackson Grant Investment Advisers
Connecticut
$8K -$69.9K -1,400 -88%
BWM
1269
BerganKDV Wealth Management
Minnesota
$8K -$499 -10 -5%
KFP
1270
KB Financial Partners
New Jersey
$8K -$250 -5 -3%
CA
1271
Centerpoint Advisors
Massachusetts
$8K – – –
LWCFA
1272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
SCA
1273
Stuart Chaussee & Associates
California
$8K – – –
LWA
1274
Lenox Wealth Advisors
New York
$8K +$3.89K +78 +61%
DC
1275
DeDora Capital
California
$8K +$9.59K +192 New
49 50
51
52 53