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Healthcare Realty
HR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
376
SJS Investment Consulting
Ohio
$24.5K +$15.7K +810 +201%
SWM
377
Spire Wealth Management
Virginia
$24.3K – – –
WWM
378
Wolff Wiese Magana
California
$23.4K – – –
DSC
379
Daytona Street Capital
Missouri
$22.1K – – –
BWA
380
Basecamp Wealth Advisors
Washington
$21.8K -$1.79K -92 -8%
BC
381
Broadwater Capital
Massachusetts
$21.7K -$12.5K -645 -38%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$20.3K – – –
EI
383
EFG International
$19.9K +$12.2K +629 +175%
T
384
Tidemark
California
$19.5K – – –
SGK
385
Steigerwald Gordon & Koch
Virginia
$18.2K – – –
TWD
386
True Wealth Design
Ohio
$17.9K +$8.41K +433 +95%
CT
387
Clearstead Trust
Maine
$17.5K – – –
CFB
388
Cullen/Frost Bankers
Texas
$17.2K +$16.6K +852 New
CYG
389
Clean Yield Group
Vermont
$16.9K -$58.3K -3,000 -78%
WIM
390
Westside Investment Management
California
$16K – – –
WETS
391
Wealth Enhancement Trust Services
South Dakota
$15K +$14.4K +743 New
PFBT
392
Parkside Financial Bank & Trust
Missouri
$13.5K +$311 +16 +2%
TCOT
393
Trust Company of Toledo
Ohio
$13.2K +$12.7K +654 New
IA
394
IFG Advisory
Georgia
$12.7K +$12.2K +629 New
CFS
395
CGC Financial Services
Oregon
$10.7K – – –
LFG
396
Larson Financial Group
Missouri
$10.5K +$1.9K +98 +23%
AF
397
Advisornet Financial
Minnesota
$10.2K +$194 +10 +2%
C
398
Covestor
United Kingdom
$10K +$155 +8 +2%
PWMG
399
Private Wealth Management Group
New Jersey
$9.68K – – –
GIA
400
GHP Investment Advisors
Colorado
$9.1K – – –
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