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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Centricity Wealth Management
Ohio
$4.38K +$4.86K +26 New
SS
527
SBI Securities
Japan
$4.38K +$4.86K +26 New
SFGP
528
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.21K +$4.67K +25 New
SS
529
Sunbelt Securities
Texas
$4.05K -$4.67K -25 -51%
BIA
530
Bell Investment Advisors
California
$4.05K +$747 +4 +20%
CWC
531
Carolinas Wealth Consulting
North Carolina
$3.89K +$1.31K +7 +41%
S
532
Sachetta
Massachusetts
$3.54K – – –
MA
533
Montag & Associates
Georgia
$3.19K -$374 -2 -10%
MCM
534
MV Capital Management
Maryland
$3.04K – – –
FG
535
Fairman Group
Pennsylvania
$3.03K -$3.55K -19 -51%
GSWM
536
Golden State Wealth Management
California
$3.03K +$3.36K +18 New
WA
537
Whipplewood Advisors
Colorado
$2.87K +$3.18K +17 New
CA
538
Continuum Advisory
Idaho
$2.53K -$747 -4 -21%
FPF
539
First Pacific Financial
Washington
$2.02K +$2.24K +12 New
BHWM
540
Beaird Harris Wealth Management
Texas
$1.85K – – –
CFO
541
CVA Family Office
Colorado
$1.85K – – –
PWMG
542
Private Wealth Management Group
New Jersey
$1.69K – – –
JWA
543
JFS Wealth Advisors
Pennsylvania
$1.69K +$1.87K +10 New
PPA
544
Painted Porch Advisors
California
$1.69K +$1.87K +10 New
RAM
545
Riggs Asset Management
Pennsylvania
$1.35K – – –
RCM
546
Raleigh Capital Management
North Carolina
$843 – – –
PWA
547
Principia Wealth Advisory
Texas
$843 +$934 +5 New
MSWM
548
Mowery & Schoenfeld Wealth Management
Illinois
$675 – – –
CA
549
CoreCap Advisors
Michigan
$674 – – –
RTC
550
Riverview Trust Company
Washington
$674 – – –
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