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NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
576
High Note Wealth
Minnesota
$5.32K – – –
1IA
577
1620 Investment Advisors
Massachusetts
$5.25K – – –
FAM
578
Fulcrum Asset Management
United Kingdom
$4.73K +$5.17K +67 New
JWM
579
JPL Wealth Management
Colorado
$4.34K -$1K -13 -17%
MAM
580
Marquette Asset Management
Minnesota
$4.13K – – –
AS
581
Altshuler Shaham
Israel
$4.06K +$4.47K +58 New
CAL
582
Capital Advisors Ltd
Ohio
$4K – – –
HWP
583
Highline Wealth Partners
California
$3.92K +$4.32K +56 New
S
584
Sachetta
Massachusetts
$3.85K +$463 +6 +12%
ZBNA
585
Zions Bancorporation, National Association
Utah
$3.36K +$386 +5 +12%
PWA
586
Physician Wealth Advisors
Utah
$3.29K -$308 -4 -8%
RWM
587
Rialto Wealth Management
New York
$2.66K +$540 +7 +23%
TFA
588
Transamerica Financial Advisors
Florida
$2.6K -$2.7K -35 -49%
MA
589
MCF Advisors
Kentucky
$2.45K – – –
BGAI
590
Bruce G. Allen Investments
Colorado
$2.45K – – –
NFSG
591
Newbridge Financial Services Group
Florida
$2.45K – – –
CA
592
Continuum Advisory
Idaho
$2.38K +$2.62K +34 New
PWMG
593
Prestige Wealth Management Group
New Jersey
$2.31K – – –
CH
594
Cromwell Holdings
Wyoming
$2.31K +$1.16K +15 +83%
GSWM
595
Golden State Wealth Management
California
$2.24K – – –
CCMI
596
Creative Capital Management Investments
California
$2.03K +$2.24K +29 New
CFM
597
Cornerstone Financial Management
Massachusetts
$1.96K – – –
KG
598
Kilter Group
New York
$1.89K -$1.54K -20 -43%
DPW
599
DiNuzzo Private Wealth
Pennsylvania
$1.89K – – –
WA
600
Whipplewood Advisors
Colorado
$1.89K -$2.24K -29 -52%
22 23
24
25 26