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MOD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Manchester Capital Management
Vermont
$5.07K +$264 +1 +6%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$5.07K – – –
ATC
603
Adirondack Trust Company
New York
$5.07K +$5.01K +19 New
APFP
604
Action Point Financial Planning
Michigan
$5.07K +$5.54K +21 New
CAL
605
Capital Advisors Ltd
Ohio
$5K – – –
CIA
606
Cape Investment Advisory
Georgia
$4.81K +$4.75K +18 New
FNWA
607
Financial Network Wealth Advisors
Utah
$4.54K +$264 +1 +6%
AUB
608
Atlantic Union Bankshares
Virginia
$4.01K +$3.95K +15 New
SIC
609
SJS Investment Consulting
Ohio
$3.47K +$2.37K +9 +225%
CH
610
Cromwell Holdings
Wyoming
$3.2K +$3.16K +12 New
AW
611
Avion Wealth
Texas
$3K +$527 +2 +17%
PWA
612
Physician Wealth Advisors
Utah
$2.94K +$2.11K +8 +267%
BHWM
613
Bay Harbor Wealth Management
Maryland
$2.94K +$264 +1 +10%
MSWA
614
Marshall & Sterling Wealth Advisors
New York
$2.67K -$1.32K -5 -33%
HFS
615
Hughes Financial Services
Virginia
$2.67K +$791 +3 +43%
CCMI
616
Creative Capital Management Investments
California
$2.4K +$2.37K +9 New
TWD
617
True Wealth Design
Ohio
$2.14K -$527 -2 -20%
HIA
618
HFM Investment Advisors
New Jersey
$2.14K +$1.32K +5 +167%
A
619
Allianz
Germany
$2.14K +$2.11K +8 New
DPW
620
DiNuzzo Private Wealth
Pennsylvania
$1.6K – – –
RWM
621
Rialto Wealth Management
New York
$1.6K – – –
PPC
622
Park Place Capital
Alabama
$1.6K – – –
CTC
623
Central Trust Company
Missouri
$1.34K – – –
BFS
624
Bare Financial Services
Pennsylvania
$1.33K – – –
KG
625
Kilter Group
New York
$1.07K – – –
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