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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
826
Sound Income Strategies
Florida
$8.03K – – –
DF
827
Dunhill Financial
United Kingdom
$7.9K +$1.61K +10 +26%
S
828
Sachetta
Massachusetts
$7.87K – – –
GWP
829
Gen-Wealth Partners
Michigan
$7.71K -$24.8K -154 -76%
FFC
830
First Financial Corp
Indiana
$7.71K – – –
GBT
831
Grove Bank & Trust
Florida
$6.91K +$5.32K +33 +330%
SWC
832
Spectrum Wealth Counsel
Indiana
$5.94K – – –
WA
833
Whipplewood Advisors
Colorado
$5.94K +$5.96K +37 New
RWS
834
Retirement Wealth Solutions
Wisconsin
$5.81K +$5.8K +36 New
WTA
835
Washington Trust Advisors
Massachusetts
$5.63K – – –
RWM
836
Rialto Wealth Management
New York
$5.3K +$5.32K +33 New
AP
837
Aspect Partners
Virginia
$4.5K – – –
GIA
838
GHP Investment Advisors
Colorado
$4.34K – – –
RWM
839
Ruedi Wealth Management
Illinois
$4.34K – – –
LDB
840
Lee, Danner & Bass
Tennessee
$4.34K +$4.35K +27 New
NSIM
841
North Star Investment Management
Illinois
$4.18K +$4.19K +26 New
SPF
842
South Plains Financial
Texas
$4.18K +$4.19K +26 New
CFS
843
Compass Financial Services
Iowa
$4.02K +$4.03K +25 New
AW
844
Avion Wealth
Texas
$4K +$806 +5 +25%
FFO
845
Fortitude Family Office
Arizona
$3.85K – – –
LCM
846
Logan Capital Management
Pennsylvania
$3.85K – – –
CWM
847
Crowley Wealth Management
Delaware
$3.85K +$3.87K +24 New
NC
848
NewSquare Capital
Pennsylvania
$3.85K +$3.87K +24 New
ZB
849
Zions Bancorporation
Utah
$3.69K +$967 +6 +35%
SFGP
850
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.69K +$3.71K +23 New
32 33
34
35 36