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MOD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
601
Adirondack Trust Company
New York
$5.07K +$5.01K +19 New
APFP
602
Action Point Financial Planning
Michigan
$5.07K +$5.54K +21 New
CAL
603
Capital Advisors Ltd
Ohio
$5K – – –
CIA
604
Cape Investment Advisory
Georgia
$4.81K +$4.75K +18 New
FNWA
605
Financial Network Wealth Advisors
Utah
$4.54K +$264 +1 +6%
AUB
606
Atlantic Union Bankshares
Virginia
$4.01K +$3.95K +15 New
SIC
607
SJS Investment Consulting
Ohio
$3.47K +$2.37K +9 +225%
CH
608
Cromwell Holdings
Wyoming
$3.2K +$3.16K +12 New
AW
609
Avion Wealth
Texas
$3K +$527 +2 +17%
PWA
610
Physician Wealth Advisors
Utah
$2.94K +$2.11K +8 +267%
BHWM
611
Bay Harbor Wealth Management
Maryland
$2.94K +$264 +1 +10%
MSWA
612
Marshall & Sterling Wealth Advisors
New York
$2.67K -$1.32K -5 -33%
HFS
613
Hughes Financial Services
Virginia
$2.67K +$791 +3 +43%
CCMI
614
Creative Capital Management Investments
California
$2.4K +$2.37K +9 New
TWD
615
True Wealth Design
Ohio
$2.14K -$527 -2 -20%
HIA
616
HFM Investment Advisors
New Jersey
$2.14K +$1.32K +5 +167%
A
617
Allianz
Germany
$2.14K +$2.11K +8 New
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$1.6K – – –
RWM
619
Rialto Wealth Management
New York
$1.6K – – –
PPC
620
Park Place Capital
Alabama
$1.6K – – –
CTC
621
Central Trust Company
Missouri
$1.34K – – –
BFS
622
Bare Financial Services
Pennsylvania
$1.33K – – –
KG
623
Kilter Group
New York
$1.07K – – –
MAM
624
Marquette Asset Management
Minnesota
$1.07K – – –
CFM
625
Cornerstone Financial Management
Massachusetts
$1.07K +$1.05K +4 New
23 24
25
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