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NVST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
351
Coppell Advisory Solutions
Texas
$2.36K +$1.03M +40,994 New
APFP
352
Action Point Financial Planning
Michigan
$2.21K +$2.19K +87 New
CT
353
Clearstead Trust
Maine
$2K +$1.92K +76 New
RF
354
Rossby Financial
Florida
$1.76K – – –
CCMI
355
Creative Capital Management Investments
California
$1.53K +$1.46K +58 New
WSFS
356
Wilmington Savings Fund Society
Delaware
$1.5K +$1.44K +57 New
RWS
357
Retirement Wealth Solutions
Wisconsin
$1.32K -$202 -8 -14%
WA
358
WPG Advisers
Maryland
$1.13K – – –
TFA
359
Toth Financial Advisory
Virginia
$1.03K – – –
BAM
360
Bellevue Asset Management
Washington
$1.03K +$984 +39 New
DPW
361
DiNuzzo Private Wealth
Pennsylvania
$923 +$25 +1 +3%
BIA
362
Bell Investment Advisors
California
$844 – – –
BHWM
363
Bay Harbor Wealth Management
Maryland
$843 +$76 +3 +10%
SEP
364
Signature Equity Partners
Ohio
$791 -$151 -6 -17%
CH
365
Cromwell Holdings
Wyoming
$764 – – –
RWM
366
Rialto Wealth Management
New York
$659 -$25 -1 -4%
HIA
367
HFM Investment Advisors
New Jersey
$659 +$328 +13 +108%
GIA
368
GHP Investment Advisors
Colorado
$527 – – –
BGAI
369
Bruce G. Allen Investments
Colorado
$527 +$505 +20 New
KG
370
Kilter Group
New York
$422 +$404 +16 New
CA
371
Continuum Advisory
Idaho
$316 +$303 +12 New
CFD
372
Creative Financial Designs
Indiana
$264 – – –
PTC
373
Private Trust Company
Ohio
$211 – – –
MCM
374
MV Capital Management
Maryland
$159 – – –
DF
375
DecisionPoint Financial
Arizona
$136 +$126 +5 New
13 14
15
16 17