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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
551
Vision Financial Markets
Connecticut
$4.68K +$4.86K +25 New
SS
552
Sunbelt Securities
Texas
$4.5K – – –
FPF
553
First Pacific Financial
Washington
$4.12K +$1.94K +10 +83%
S
554
Sachetta
Massachusetts
$3.94K – – –
PWAM
555
Private Wealth Asset Management
Iowa
$3.94K +$4.08K +21 New
BIA
556
Bell Investment Advisors
California
$3.75K -$778 -4 -17%
MCM
557
MV Capital Management
Maryland
$3.56K +$194 +1 +6%
GSWM
558
Golden State Wealth Management
California
$3.37K – – –
WA
559
Whipplewood Advisors
Colorado
$3.19K -$194 -1 -6%
CWC
560
Carolinas Wealth Consulting
North Carolina
$2.73K -$1.75K -9 -38%
JWA
561
JFS Wealth Advisors
Pennsylvania
$2.62K +$778 +4 +40%
RF
562
Rossby Financial
Florida
$2.57K +$2.53K +13 New
MA
563
Montag & Associates
Georgia
$2.17K -$1.36K -7 -37%
BHWM
564
Beaird Harris Wealth Management
Texas
$2.06K – – –
CFO
565
CVA Family Office
Colorado
$2.06K – – –
PPA
566
Painted Porch Advisors
California
$1.87K – – –
PWMG
567
Private Wealth Management Group
New Jersey
$1.87K – – –
RAM
568
Riggs Asset Management
Pennsylvania
$1.5K – – –
DPW
569
DiNuzzo Private Wealth
Pennsylvania
$1.13K +$1.17K +6 New
CA
570
CoreCap Advisors
Michigan
$1.12K +$389 +2 +50%
RS
571
Rakuten Securities
Japan
$1.12K +$583 +3 +100%
PWA
572
Principia Wealth Advisory
Texas
$944 – – –
FMP
573
Financial Management Professionals
Texas
$937 +$972 +5 New
CW
574
Curio Wealth
Maryland
$843 +$194 +1 New
MSWM
575
Mowery & Schoenfeld Wealth Management
Illinois
$750 – – –
21 22
23
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