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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
501
JPL Wealth Management
Colorado
$14.8K +$15.1K +99 New
BCPWM
502
Bradley & Co Private Wealth Management
Florida
$14.8K – – –
CT
503
Colonial Trust
South Carolina
$14.7K – – –
TPCW
504
TD Private Client Wealth
New York
$14.4K -$1.16M -7,608 -99%
B
505
Bayban
Minnesota
$14.4K +$3.04K +20 +26%
KFAS
506
Keating Financial Advisory Services
Kansas
$13K +$9.59K +63 +263%
TPWA
507
Twin Peaks Wealth Advisors
California
$13K +$13.2K +87 New
RFP
508
Root Financial Partners
California
$12.9K -$4.26K -28 -25%
EP
509
Essential Partners
California
$12.3K -$111K -728 -90%
SWM
510
Spire Wealth Management
Virginia
$11.1K -$152 -1 -1%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$11.1K – – –
AA
512
Ancora Advisors
Ohio
$10.8K +$9.89K +65 +929%
BTI
513
Blue Trust Inc
Georgia
$10.3K +$4.26K +28 +68%
WSFG
514
Wall Street Financial Group
Illinois
$10K +$10.2K +67 New
ZBNA
515
Zions Bancorporation, National Association
Utah
$9.87K +$1.37K +9 +16%
QC
516
Quent Capital
New York
$9.72K +$1.22K +8 +14%
S
517
Sachetta
Massachusetts
$8.23K +$5.17K +34 +162%
PWPS
518
Pinnacle Wealth Planning Services
Ohio
$8.08K -$3.35K -22 -29%
NECFA
519
New England Capital Financial Advisors
Connecticut
$7.48K – – –
MSG
520
Main Street Group
Virginia
$7.48K +$7.61K +50 New
AWM
521
Activest Wealth Management
Florida
$7.33K -$2.28K -15 -23%
CFO
522
CVA Family Office
Colorado
$7.18K +$5.63K +37 +336%
TFA
523
Transamerica Financial Advisors
Florida
$7.03K -$2.44K -16 -25%
HBW
524
Hazlett, Burt & Watson
West Virginia
$7K -$16K -105 -68%
GBT
525
Grove Bank & Trust
Florida
$6.73K – – –
19 20
21
22 23