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NCNO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
251
Global Retirement Partners
California
$3.51K +$2.03K +80 +140%
WA
252
WPG Advisers
Maryland
$3.49K -$1.8K -71 -34%
SAG
253
SageView Advisory Group
California
$3.21K +$3.17K +125 New
TAM
254
Tucker Asset Management
Colorado
$2.97K +$2.95K +116 New
RFP
255
Root Financial Partners
California
$2.82K -$1.12K -44 -29%
CFD
256
Creative Financial Designs
Indiana
$2.56K – – –
CW
257
CrossGen Wealth
North Carolina
$2.05K +$2.03K +80 New
TM
258
Torren Management
California
$2.03K +$2.01K +79 New
FFO
259
Fortitude Family Office
Arizona
$2K -$76 -3 -4%
AF
260
Allworth Financial
California
$1.67K -$2.69K -106 -62%
BFS
261
Bare Financial Services
Pennsylvania
$1.59K +$1.04K +41 +195%
EWA
262
EverSource Wealth Advisors
Alabama
$1.59K +$1.35K +53 +589%
QC
263
Quent Capital
New York
$1.46K -$457 -18 -24%
BTI
264
Blue Trust Inc
Georgia
$1.15K – – –
PWA
265
Physician Wealth Advisors
Utah
$1.1K – – –
EP
266
Essential Partners
California
$1.03K +$1.02K +40 New
HFS
267
Hantz Financial Services
Michigan
$1K – – –
RIAS
268
Rachor Investment Advisory Services
Michigan
$872 +$863 +34 New
MCM
269
MAI Capital Management
Ohio
$770 -$736 -29 -49%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$744 – – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$718 +$178 +7 +33%
IA
272
IFP Advisors
Florida
$641 +$635 +25 New
IAIM
273
International Assets Investment Management
Florida
$590 +$584 +23 New
PWPS
274
Pinnacle Wealth Planning Services
Ohio
$590 +$584 +23 New
UB
275
UMB Bank
Missouri
$564 +$305 +12 +120%
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