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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
501
SOA Wealth Advisors
New York
$2.83K +$3.07K +23 New
T
502
Tidemark
California
$2.46K – – –
FFO
503
Fortitude Family Office
Arizona
$2.46K +$2.67K +20 New
FCAS
504
First Command Advisory Services
Texas
$2.34K -$2.4K -18 -49%
MCM
505
MV Capital Management
Maryland
$2.21K -$1.47K -11 -38%
GSWM
506
Golden State Wealth Management
California
$2.21K – – –
CIA
507
Cape Investment Advisory
Georgia
$2.21K +$2.4K +18 New
EP
508
Essential Partners
California
$2.09K -$8.67K -65 -79%
RWS
509
Retirement Wealth Solutions
Wisconsin
$2.09K -$1.07K -8 -32%
MNA
510
Manning & Napier Advisors
New York
$2.06K +$2.27K +17 New
TFA
511
Transamerica Financial Advisors
Florida
$1.84K -$4.27K -32 -68%
TCM
512
Triumph Capital Management
Colorado
$1.72K – – –
PMFA
513
Plante Moran Financial Advisors
Michigan
$1.72K +$1.87K +14 New
IAS
514
IMA Advisory Services
Colorado
$1.6K – – –
SWM
515
Spire Wealth Management
Virginia
$1.51K -$8.27K -62 -84%
GCP
516
Gill Capital Partners
Colorado
$1.48K – – –
BHWM
517
Beaird Harris Wealth Management
Texas
$1.35K – – –
AG
518
AmeriFlex Group
Nevada
$1.35K +$1.47K +11 New
PWMG
519
Private Wealth Management Group
New Jersey
$1.11K – – –
TPCW
520
TD Private Client Wealth
New York
$1.11K -$11.6K -87 -91%
WA
521
Whipplewood Advisors
Colorado
$1.11K – – –
CA
522
CoreCap Advisors
Michigan
$984 +$533 +4 +100%
AIM
523
Anchor Investment Management
South Carolina
$984 +$1.07K +8 New
MG
524
Mather Group
Illinois
$984 +$1.07K +8 New
WPA
525
West Paces Advisors
Georgia
$984 +$1.07K +8 New
19 20
21
22 23