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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$4.08K +$250 +9 +7%
CI
327
CX Institutional
Indiana
$4K +$4.08K +147 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$3.03K +$1.55K +56 +106%
KFAS
329
Keating Financial Advisory Services
Kansas
$2.64K +$2.63K +95 New
RF
330
Rossby Financial
Florida
$2.56K +$2.55K +92 New
STB
331
S&T Bank
Pennsylvania
$1.75K -$277 -10 -14%
LI
332
LRI Investments
Florida
$1.75K – – –
FFO
333
Fortitude Family Office
Arizona
$1.58K -$28 -1 -2%
KG
334
Kilter Group
New York
$1.28K +$1.28K +46 New
HI
335
Harbour Investments
Wisconsin
$1.25K – – –
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$887 -32 -42%
PMAM
337
Picton Mahoney Asset Management
Ontario, Canada
$1.17K – – –
PWA
338
Physician Wealth Advisors
Utah
$1.08K +$194 +7 +22%
MAM
339
Marquette Asset Management
Minnesota
$1.08K +$1.08K +39 New
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$1.03K – – –
TPBG
341
Turning Point Benefit Group
Maryland
$888 +$610 +22 +220%
S
342
Sachetta
Massachusetts
$862 – – –
RWM
343
Rialto Wealth Management
New York
$667 +$166 +6 +33%
BGAI
344
Bruce G. Allen Investments
Colorado
$639 +$166 +6 +35%
SIC
345
SJS Investment Consulting
Ohio
$612 -$111 -4 -15%
HFS
346
Hughes Financial Services
Virginia
$556 – – –
AF
347
Advisornet Financial
Minnesota
$500 -$28 -1 -5%
HIA
348
HFM Investment Advisors
New Jersey
$389 – – –
BHWM
349
Bay Harbor Wealth Management
Maryland
$388 +$111 +4 +40%
TWD
350
True Wealth Design
Ohio
$306 -$1.19K -43 -80%
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