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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
751
Zions Bancorporation
Utah
$15.2K – – –
SWM
752
Spire Wealth Management
Virginia
$15K -$5.11M -35,001 -100%
WWM
753
Wolff Wiese Magana
California
$14.1K +$731 +5 +5%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K – – –
UWS
755
Unique Wealth Strategies
Illinois
$13.8K +$12.9K +88 New
OA
756
Operose Advisors
Wisconsin
$13.4K – – –
CFFP
757
Center for Financial Planning
Michigan
$13.4K +$2.78K +19 +24%
RS
758
Rakuten Securities
Japan
$13.4K +$6.87K +47 +92%
CB
759
Centennial Bank
Arkansas
$13K – – –
RFG
760
RFP Financial Group
Georgia
$12.2K – – –
TWC
761
TD Waterhouse Canada
Ontario, Canada
$12.2K -$140K -959 -91%
GKIM
762
GW&K Investment Management
Massachusetts
$12K +$1.46K +10 +12%
LFA
763
LGT Financial Advisors
Texas
$11.9K – – –
RWM
764
Raffa Wealth Management
District of Columbia
$11.6K – – –
RWMG
765
Redwood Wealth Management Group
New Jersey
$11.6K +$12.4K +85 New
SS
766
Sunbelt Securities
Texas
$10.8K – – –
CFO
767
CVA Family Office
Colorado
$10.8K +$146 +1 +1%
CA
768
CoreCap Advisors
Michigan
$10.1K – – –
CAS
769
Coppell Advisory Solutions
Texas
$9.98K +$10.7K +73 New
DMBA
770
Deseret Mutual Benefit Administrators
Utah
$9.98K +$10.7K +73 New
WBWA
771
William B. Walkup & Associates
South Carolina
$9.85K +$10.5K +72 New
HIA
772
Harbor Investment Advisory
Maryland
$9.71K -$2.34K -16 -18%
CPG
773
Cornerstone Planning Group
New Jersey
$9.33K -$1.61K -11 -13%
MCM
774
MV Capital Management
Maryland
$9.16K -$146 -1 -1%
PWMG
775
Prestige Wealth Management Group
New Jersey
$9.03K -$5.7K -39 -37%
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