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NICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
276
Evolution Wealth Management
Florida
$5.63K – – –
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$4.54K – – –
KG
278
Kilter Group
New York
$4.45K +$4.17K +43 +717%
NB
279
NBH Bank
Colorado
$4.45K +$4.75K +49 New
PWPS
280
Pinnacle Wealth Planning Services
Ohio
$4.27K -$38.1K -393 -89%
SWAG
281
Spectrum Wealth Advisory Group
California
$4.09K +$4.36K +45 New
IA
282
IFG Advisory
Georgia
$3.45K +$3.69K +38 New
CH
283
Cromwell Holdings
Wyoming
$3.27K -$34.1K -352 -91%
RFG
284
REAP Financial Group
Texas
$2.73K – – –
ATC
285
Adirondack Trust Company
New York
$2.73K – – –
SEP
286
Signature Equity Partners
Ohio
$2.63K +$1.07K +11 +61%
RWM
287
Rialto Wealth Management
New York
$2.54K – – –
AFG
288
Albion Financial Group
Utah
$2.36K – – –
CAM
289
Costello Asset Management
Pennsylvania
$2.27K – – –
EB
290
Eastern Bank
Massachusetts
$2.27K +$2.42K +25 New
LFG
291
Larson Financial Group
Missouri
$2.26K -$10.6K -109 -81%
NA
292
NewEdge Advisors
Louisiana
$2.09K – – –
ZBNA
293
Zions Bancorporation, National Association
Utah
$2K -$2.13K -22 -50%
BWS
294
Buck Wealth Strategies
Colorado
$2K +$2.13K +22 New
CA
295
Continuum Advisory
Idaho
$1.73K +$1.84K +19 New
RAM
296
Ramirez Asset Management
New York
$1.64K – – –
SGFG
297
Silver Grove Financial Group
New York
$1.45K +$1.55K +16 New
APFP
298
Action Point Financial Planning
Michigan
$1.45K +$1.84K +19 New
AT
299
Arlington Trust
Alabama
$1.36K – – –
CFM
300
Cornerstone Financial Management
Massachusetts
$1.36K +$485 +5 +50%
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