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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Private Wealth Management Group
New Jersey
$2.01K – – –
CH
627
Cromwell Holdings
Wyoming
$2.01K – – –
CFM
628
Cornerstone Financial Management
Massachusetts
$2.01K +$2.21K +10 New
AW
629
Avion Wealth
Texas
$2K +$664 +3 +38%
HIA
630
HFM Investment Advisors
New Jersey
$1.81K +$1.55K +7 +350%
SC
631
SouthState Corp
Florida
$1.61K -$2.65K -12 -60%
FFO
632
Fortitude Family Office
Arizona
$1.61K -$221 -1 -11%
AP
633
Aspect Partners
Virginia
$1.61K – – –
OC
634
Optima Capital
Oregon
$1.61K +$1.77K +8 New
SEP
635
Signature Equity Partners
Ohio
$1.61K +$1.77K +8 New
IPS
636
Investors Portfolio Services
Washington
$1.55K +$1.77K +8 New
RWM
637
Rialto Wealth Management
New York
$1.41K – – –
PWA
638
Physician Wealth Advisors
Utah
$1.41K +$442 +2 +40%
HFS
639
Hughes Financial Services
Virginia
$1.41K -$1.11K -5 -42%
AA
640
Ancora Advisors
Ohio
$1.41K -$664 -3 -30%
PWA
641
Principia Wealth Advisory
Texas
$1.41K +$221 +1 +17%
SL
642
Salomon & Ludwin
Virginia
$1.3K -$7.52K -34 -83%
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$1.21K – – –
MA
644
Montag & Associates
Georgia
$1.09K -$3.98K -18 -78%
CW
645
Curio Wealth
Maryland
$1.03K +$1.11K +5 New
SIC
646
SJS Investment Consulting
Ohio
$1.01K +$664 +3 +150%
RWS
647
Retirement Wealth Solutions
Wisconsin
$1.01K -$6.19K -28 -85%
LWMI
648
Legacy Wealth Management (Idaho)
Idaho
$1.01K +$1.11K +5 New
CTB
649
Country Trust Bank
Illinois
$1K -$221 -1 -17%
FMP
650
Financial Management Professionals
Texas
$1K – – –
24 25
26
27 28