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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.43K – – –
MB
602
MidFirst Bank
Oklahoma
$5.23K +$234K +1,056 New
FCAS
603
First Command Advisory Services
Texas
$5.23K – – –
GSWM
604
Golden State Wealth Management
California
$5.23K – – –
HNW
605
High Note Wealth
Minnesota
$5.23K – – –
VFM
606
Vision Financial Markets
Connecticut
$5.03K – – –
BGAI
607
Bruce G. Allen Investments
Colorado
$5.03K – – –
CB
608
Community Bank
New York
$5.03K – – –
KFAS
609
Keating Financial Advisory Services
Kansas
$4.82K +$5.31K +24 New
SA
610
SRH Advisors
Kansas
$4.82K +$5.31K +24 New
S
611
Sachetta
Massachusetts
$4.22K – – –
JWA
612
JFS Wealth Advisors
Pennsylvania
$4.22K +$442 +2 +11%
BIA
613
Bell Investment Advisors
California
$4.02K -$664 -3 -13%
T
614
Tidemark
California
$4.02K – – –
MFP
615
Meramec Financial Planners
Missouri
$3.85K +$6.64K +30 New
MCM
616
MV Capital Management
Maryland
$3.82K – – –
IAS
617
IMA Advisory Services
Colorado
$3.62K +$3.98K +18 New
MCM
618
Manchester Capital Management
Vermont
$3.42K – – –
BW
619
Bravera Wealth
North Dakota
$3.42K +$3.76K +17 New
AF
620
Advisornet Financial
Minnesota
$2.61K +$1.77K +8 +160%
BWM
621
Benson Wealth Management
Tennessee
$2.61K +$2.88K +13 New
II
622
Inspire Investing
Idaho
$2.39K +$2.65K +12 New
BHWM
623
Beaird Harris Wealth Management
Texas
$2.21K – – –
CFO
624
CVA Family Office
Colorado
$2.21K – – –
NSIM
625
North Star Investment Management
Illinois
$2.21K +$2.43K +11 New
23 24
25
26 27