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Matsons
MATX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
351
Albion Financial Group
Utah
$6.13K – – –
SIS
352
Sound Income Strategies
Florida
$6.12K -$42.6K -389 -88%
BFS
353
Bare Financial Services
Pennsylvania
$5.9K +$4.49K +41 +342%
TPWA
354
Twin Peaks Wealth Advisors
California
$5.73K +$5.8K +53 New
PK
355
Pflug Koory
Nebraska
$5.57K – – –
SIS
356
Strategic Investment Solutions
Illinois
$5.15K -$766 -7 -13%
JWA
357
JFS Wealth Advisors
Pennsylvania
$5.01K -$109 -1 -2%
HWM
358
Hemington Wealth Management
Virginia
$5K -$985 -9 -15%
MFT
359
Moisand Fitzgerald Tamayo
Florida
$4.68K – – –
DB
360
Danske Bank
Denmark
$4.34K -$1.17M -10,707 -100%
WSFS
361
Wilmington Savings Fund Society
Delaware
$4.34K – – –
PWMG
362
Private Wealth Management Group
New Jersey
$4.34K +$3.17K +29 +290%
DWM
363
Dogwood Wealth Management
Kansas
$4.29K +$4.16K +38 New
QL
364
Quarry LP
New York
$3.9K +$3.17K +29 +483%
LWMI
365
Legacy Wealth Management (Idaho)
Idaho
$3.45K -$1.53K -14 -31%
LIS
366
Legacy Investment Solutions
Idaho
$3.45K +$3.39K +31 New
HNW
367
High Note Wealth
Minnesota
$3.34K -$656 -6 -17%
S
368
Sachetta
Massachusetts
$3.01K – – –
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.23K -$438 -4 -17%
CT
370
Clearstead Trust
Maine
$2K +$1.97K +18 New
FFO
371
Fortitude Family Office
Arizona
$1.89K +$1.86K +17 New
TWD
372
True Wealth Design
Ohio
$1.78K -$219 -2 -11%
NWM
373
Nova Wealth Management
Florida
$1.56K – – –
CFFP
374
Center for Financial Planning
Michigan
$1.45K – – –
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$1.23K -$109 -1 -8%
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15
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