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P

Everpure Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
601
Legacy Wealth Management (Idaho)
Idaho
$4.43K – – –
NECFA
602
New England Capital Financial Advisors
Connecticut
$4.43K – – –
TVWM
603
Tower View Wealth Management
Wisconsin
$4.43K – – –
WB
604
Webster Bank
Connecticut
$4.43K – – –
PAI
605
Pittenger & Anderson Inc
Nebraska
$4.43K +$6.03K +100 New
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$4.38K +$5.85K +97 +4,850%
HNW
607
High Note Wealth
Minnesota
$4.16K -$60 -1 -1%
GEA
608
Glen Eagle Advisors
New Jersey
$3.98K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$3.81K -$121K -1,998 -96%
SS
610
Sunbelt Securities
Texas
$3.76K – – –
IWM
611
Inlight Wealth Management
Georgia
$3.63K +$4.95K +82 New
NC
612
NewSquare Capital
Pennsylvania
$3.54K +$4.4K +73 +1,043%
CFD
613
Creative Financial Designs
Indiana
$3.37K +$4.58K +76 New
ADL
614
Asset Dedication LLC
California
$3.32K – – –
MTIC
615
Missouri Trust & Investment Company
Missouri
$3.32K – – –
HWM
616
Hemington Wealth Management
Virginia
$3K -$2.17K -36 -30%
CA
617
Continuum Advisory
Idaho
$2.92K +$965 +16 +32%
BBHC
618
Brown Brothers Harriman & Co
New York
$2.83K – – –
OWP
619
ORG Wealth Partners
Texas
$2.27K -$32.5K -538 -91%
KIM
620
Kestra Investment Management
Texas
$2.17K -$428K -7,099 -99%
HFS
621
Hughes Financial Services
Virginia
$2.04K +$2.71K +45 New
CAL
622
Capital Advisors Ltd
Ohio
$2K – – –
AIM
623
Anchor Investment Management
South Carolina
$1.77K – – –
MA
624
Montag & Associates
Georgia
$1.77K +$2.41K +40 New
BFS
625
Bare Financial Services
Pennsylvania
$1.64K +$2.23K +37 New
23 24
25
26 27