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NFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Colonial Trust
South Carolina
$7.73K – – –
RIL
602
Rothschild Investment LLC
Illinois
$7.71K -$64.1K -734 -90%
RTL
603
Red Tortoise LLC
Georgia
$6.95K – – –
UFPG
604
United Financial Planning Group
New York
$6.67K +$6.2K +71 New
BCM
605
Blume Capital Management
California
$6.58K – – –
MG
606
Mather Group
Illinois
$6.01K +$5.59K +64 New
W
607
WealthCollab
Washington
$5.83K – – –
BFS
608
Bare Financial Services
Pennsylvania
$5.54K -$5.24K -60 -50%
AA
609
Addison Advisors
Vermont
$5.26K +$4.89K +56 New
HIA
610
Harbor Investment Advisory
Maryland
$4.98K -$786 -9 -15%
IAS
611
IMA Advisory Services
Colorado
$4.82K -$437 -5 -9%
AGWCA
612
Annis Gardner Whiting Capital Advisors
Florida
$4.25K -$12.1K -139 -76%
KFAS
613
Keating Financial Advisory Services
Kansas
$4.23K +$1.4K +16 +55%
LAM
614
Lummis Asset Management
Texas
$3.76K – – –
SHIM
615
Stone House Investment Management
Pennsylvania
$3.76K – – –
TC
616
Truvestments Capital
Florida
$3.76K +$3.49K +40 New
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$3.66K -$3.75K -43 -52%
MAM
618
Morse Asset Management
Connecticut
$3.29K – – –
ADL
619
Asset Dedication LLC
California
$3.1K – – –
WA
620
Whipplewood Advisors
Colorado
$3.1K +$2.88K +33 New
FNWA
621
Financial Network Wealth Advisors
Utah
$2.91K -$698 -8 -21%
BWA
622
Basecamp Wealth Advisors
Washington
$2.73K -$2.01K -23 -44%
JWM
623
JPL Wealth Management
Colorado
$2.63K +$2.44K +28 New
BW
624
Basepoint Wealth
Iowa
$2.44K -$11.4K -131 -83%
S
625
Sachetta
Massachusetts
$2.33K – – –
23 24
25
26 27