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Materion
MTRN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
376
Raffa Wealth Management
District of Columbia
$2.68K +$628 +3 +50%
APFP
377
Action Point Financial Planning
Michigan
$2.68K +$1.89K +9 New
BAM
378
Bellevue Asset Management
Washington
$2.68K +$1.89K +9 New
JWM
379
JPL Wealth Management
Colorado
$2.38K – – –
ZBNA
380
Zions Bancorporation, National Association
Utah
$2.38K +$628 +3 +60%
CAL
381
Capital Advisors Ltd
Ohio
$2K – – –
CA
382
Clearstead Advisors
Ohio
$1.78K +$1.26K +6 New
CCMI
383
Creative Capital Management Investments
California
$1.78K +$1.26K +6 New
SIC
384
SJS Investment Consulting
Ohio
$1.49K +$209 +1 +25%
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$1.49K +$628 +3 +150%
RWM
386
Rialto Wealth Management
New York
$1.49K +$628 +3 +150%
FC
387
Financial Consulate
Maryland
$1.19K – – –
HIA
388
HFM Investment Advisors
New Jersey
$1.19K +$419 +2 +100%
GWM
389
Gilpin Wealth Management
Colorado
$893 – – –
AW
390
Ankerstar Wealth
Texas
$892 – – –
PMFA
391
Plante Moran Financial Advisors
Michigan
$892 +$628 +3 New
SEP
392
Signature Equity Partners
Ohio
$605 – – –
BHWM
393
Bay Harbor Wealth Management
Maryland
$595 +$209 +1 +100%
FAM
394
Fulcrum Asset Management
United Kingdom
$579 +$419 +2 New
AWM
395
Abound Wealth Management
Tennessee
$298 – – –
DCM
396
Davis Capital Management
Florida
$297 +$209 +1 New
SWM
397
SHP Wealth Management
Massachusetts
$297 +$209 +1 New
DF
398
DecisionPoint Financial
Arizona
$284 +$209 +1 New
BCV
399
Banque Cantonale Vaudoise
Switzerland
$212 -$28.5K -136 -16%
FLP
400
Financial Life Planners
Arizona
$184 – – –
14 15
16
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