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NFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
601
Morse Asset Management
Connecticut
$2.7K – – –
ADL
602
Asset Dedication LLC
California
$2.55K – – –
CFO
603
CVA Family Office
Colorado
$2.32K -$5.13K -62 -67%
WPA
604
West Paces Advisors
Georgia
$2.32K +$2.48K +30 New
BWA
605
Basecamp Wealth Advisors
Washington
$2.24K – – –
JWM
606
JPL Wealth Management
Colorado
$2.16K – – –
PB
607
Pinnacle Bancorp
Nebraska
$2.16K +$2.32K +28 New
IPS
608
Investors Portfolio Services
Washington
$2.08K – – –
S
609
Sachetta
Massachusetts
$2.08K +$166 +2 +8%
KFAS
610
Keating Financial Advisory Services
Kansas
$1.93K -$1.66K -20 -44%
BH
611
Burk Holdings
Oklahoma
$1.7K – – –
CFM
612
Cornerstone Financial Management
Massachusetts
$1.62K +$1.74K +21 New
MFS
613
Montgomery Financial Services
Maryland
$1.62K +$1.74K +21 New
DF
614
Dunhill Financial
United Kingdom
$1.54K -$166 -2 -9%
CFB
615
Cullen/Frost Bankers
Texas
$1.47K – – –
Q1WB
616
Quest 10 Wealth Builders
Virginia
$1.47K +$1.57K +19 New
ZBNA
617
Zions Bancorporation, National Association
Utah
$1.39K +$1.49K +18 New
CH
618
Cromwell Holdings
Wyoming
$1.32K – – –
CCMI
619
Creative Capital Management Investments
California
$1.31K +$1.41K +17 New
DF
620
DecisionPoint Financial
Arizona
$1.24K +$166 +2 +14%
SWM
621
Spire Wealth Management
Virginia
$1.16K -$83 -1 -6%
BHWM
622
Bay Harbor Wealth Management
Maryland
$1.16K +$248 +3 +25%
CIAM
623
Caitong International Asset Management
Hong Kong
$1.16K +$1.24K +15 New
WA
624
Whipplewood Advisors
Colorado
$1K -$1.66K -20 -61%
AW
625
Avion Wealth
Texas
$1K +$579 +7 +41%
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25
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