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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
551
Marquette Asset Management
Minnesota
$2.24K +$2.28K +15 New
CH
552
Cromwell Holdings
Wyoming
$2.24K +$761 +5 +50%
BFS
553
Bare Financial Services
Pennsylvania
$2.09K -$2.59K -17 -55%
TCM
554
Triumph Capital Management
Colorado
$2.09K +$2.13K +14 New
IAS
555
IMA Advisory Services
Colorado
$1.94K -$761 -5 -28%
GCP
556
Gill Capital Partners
Colorado
$1.79K +$1.83K +12 New
BHWM
557
Beaird Harris Wealth Management
Texas
$1.65K – – –
RCM
558
Richardson Capital Management
Wisconsin
$1.65K +$1.67K +11 New
PWA
559
Physician Wealth Advisors
Utah
$1.5K +$456 +3 +43%
DF
560
Dunhill Financial
United Kingdom
$1.35K +$1.06K +7 +350%
PWMG
561
Private Wealth Management Group
New Jersey
$1.35K -$152 -1 -10%
WA
562
Whipplewood Advisors
Colorado
$1.35K +$1.37K +9 New
RWM
563
RMG Wealth Management
Wisconsin
$1.21K +$1.37K +9 New
KG
564
Kilter Group
New York
$1.2K +$1.22K +8 New
NSIM
565
North Star Investment Management
Illinois
$1.2K -$456 -3 -27%
AP
566
Aspect Partners
Virginia
$1.2K – – –
PWA
567
Principia Wealth Advisory
Texas
$1.2K +$152 +1 +14%
AF
568
Advisornet Financial
Minnesota
$1.05K -$913 -6 -46%
SEP
569
Signature Equity Partners
Ohio
$1.05K -$152 -1 -13%
RWM
570
Rialto Wealth Management
New York
$1.05K – – –
SWP
571
Strategic Wealth Partners
Ohio
$1.05K +$1.06K +7 New
QWM
572
Quaker Wealth Management
New Jersey
$898 +$456 +3 +100%
BWA
573
Basecamp Wealth Advisors
Washington
$897 -$5.78K -38 -86%
CW
574
Curio Wealth
Maryland
$748 – – –
LWMI
575
Legacy Wealth Management (Idaho)
Idaho
$748 – – –
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