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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
976
Marshall & Sterling Wealth Advisors
New York
$35.3K – – –
QL
977
Quarry LP
New York
$35K -$251 -1 -0.8%
CFFP
978
Center for Financial Planning
Michigan
$34.7K – – –
JWA
979
JFS Wealth Advisors
Pennsylvania
$34.2K +$8.27K +33 +38%
SWM
980
SHP Wealth Management
Massachusetts
$34K +$5.76K +23 +23%
DJSG
981
D.J. St. Germain
Massachusetts
$33.3K – – –
C
982
Covestor
United Kingdom
$33K -$9.02K -36 -24%
PWMG
983
Private Wealth Management Group
New Jersey
$32.8K +$1.25K +5 +5%
PB
984
Prosperity Bancshares
Texas
$32.2K -$251 -1 -0.9%
KFAS
985
Keating Financial Advisory Services
Kansas
$32.2K +$4.51K +18 +19%
CA
986
CoreCap Advisors
Michigan
$31.9K +$1.5K +6 +6%
HIM
987
Hillsdale Investment Management
Ontario, Canada
$31.1K -$1.43M -5,700 -98%
TWIM
988
TIAA Wealth Investment Management
New York
$30.5K +$27.1K +108 New
HIA
989
Harbor Investment Advisory
Maryland
$30.2K +$6.51K +26 +32%
SL
990
Salomon & Ludwin
Virginia
$29.4K – – –
RWM
991
Raffa Wealth Management
District of Columbia
$29.4K +$251 +1 +1%
HWA
992
Heritage Wealth Advisors
Virginia
$28.8K +$25.6K +102 New
TCOT
993
Trust Company of Toledo
Ohio
$28.5K – – –
EB
994
Eastern Bank
Massachusetts
$28.2K – – –
OC
995
Oakworth Capital
Alabama
$28.2K – – –
RPA
996
Redwood Park Advisors
California
$28.2K – – –
S
997
Sachetta
Massachusetts
$28K +$752 +3 +3%
AF
998
Abound Financial
California
$27.7K – – –
CM
999
Capula Management
Cayman Islands
$26.5K +$23.5K +94 New
NF
1000
Napier Financial
Massachusetts
$26.5K +$23.5K +94 New
38 39
40
41 42