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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
326
Evergreen Private Wealth
Colorado
$3.53K +$3.45K +124 New
GRP
327
Global Retirement Partners
California
$2.31K +$2.25K +81 New
TWD
328
True Wealth Design
Ohio
$2.16K – – –
STB
329
S&T Bank
Pennsylvania
$2.08K +$2.03K +73 New
WSFS
330
Wilmington Savings Fund Society
Delaware
$2.05K – – –
TPWA
331
Twin Peaks Wealth Advisors
California
$2K +$1.95K +70 New
FFA
332
Farther Finance Advisors
California
$1.91K +$167 +6 +10%
LI
333
LRI Investments
Florida
$1.79K – – –
FFO
334
Fortitude Family Office
Arizona
$1.65K +$1.61K +58 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$1.51K -$2.64K -95 -64%
SO
336
Sierra Ocean
California
$1.4K – – –
PA
337
Parallel Advisors
California
$1.28K -$7.07K -254 -85%
T
338
Transce3nd
Texas
$1.11K – – –
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$1.05K -$111 -4 -10%
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
S
341
Sachetta
Massachusetts
$883 – – –
SIC
342
SJS Investment Consulting
Ohio
$740 -$389 -14 -35%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$740 +$723 +26 New
HI
344
Harbour Investments
Wisconsin
$683 – – –
HFS
345
Hughes Financial Services
Virginia
$554 +$556 +20 New
AF
346
Advisornet Financial
Minnesota
$541 +$529 +19 New
BGAI
347
Bruce G. Allen Investments
Colorado
$484 -$56 -2 -11%
HNB
348
Huntington National Bank
Ohio
$455 – – –
RWM
349
Rialto Wealth Management
New York
$399 +$389 +14 New
HIA
350
HFM Investment Advisors
New Jersey
$398 +$223 +8 +133%
12 13
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