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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
326
Synergy Investment Management
Florida
$8.93K +$7.72K +284 New
AFC
327
Ares Financial Consulting
California
$8.39K – – –
RWS
328
Retirement Wealth Solutions
Wisconsin
$7.68K -$27 -1 -0.4%
SPIA
329
Steward Partners Investment Advisory
New York
$7.57K -$14.7K -542 -67%
BTI
330
Blue Trust Inc
Georgia
$7.14K -$6.55K -241 -49%
AG
331
AmeriFlex Group
Nevada
$7.08K +$6.74K +248 New
IA
332
IFP Advisors
Florida
$6.25K -$1.2K -44 -17%
CFO
333
CVA Family Office
Colorado
$6.05K +$897 +33 +18%
BIA
334
Bell Investment Advisors
California
$5.88K +$5.08K +187 +984%
PWMG
335
Private Wealth Management Group
New Jersey
$5.8K -$1.33K -49 -19%
DB
336
Danske Bank
Denmark
$5.71K – – –
CIAS
337
CBIZ Investment Advisory Services
Ohio
$5.14K – – –
MAM
338
Marquette Asset Management
Minnesota
$5.05K +$4.81K +177 New
TPCW
339
TD Private Client Wealth
New York
$4.63K – – –
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$4.57K – – –
HI
341
Harbour Investments
Wisconsin
$4.2K -$516 -19 -11%
RWM
342
Rialto Wealth Management
New York
$4.2K +$3.45K +127 +635%
APFP
343
Action Point Financial Planning
Michigan
$4.11K +$4.02K +148 New
AW
344
Avion Wealth
Texas
$4K +$3.1K +114 +300%
JWA
345
JFS Wealth Advisors
Pennsylvania
$3.4K – – –
BWA
346
Basecamp Wealth Advisors
Washington
$3.4K – – –
WETS
347
Wealth Enhancement Trust Services
South Dakota
$3.34K +$3.18K +117 New
FFO
348
Fortitude Family Office
Arizona
$3.25K -$625 -23 -17%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.15K +79 +304%
ZBNA
350
Zions Bancorporation, National Association
Utah
$2.71K +$1.85K +68 +252%
12 13
14
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