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PINS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
Tradewinds Capital Management
Washington
$1.37K -$249 -10 -17%
PWMG
627
Prestige Wealth Management Group
New Jersey
$1.37K – – –
SN
628
Sittner & Nelson
Oregon
$1.37K – – –
LFG
629
Larson Financial Group
Missouri
$1.37K +$1.25K +50 New
RWM
630
Raffa Wealth Management
District of Columbia
$1.31K – – –
BBPWM
631
Blue Bell Private Wealth Management
Pennsylvania
$1.23K – – –
CWA
632
Clearview Wealth Advisors
Oregon
$1.09K -$1.5K -60 -60%
ARS
633
Adirondack Retirement Specialists
New York
$1.09K – – –
CFS
634
CGC Financial Services
Oregon
$1.04K +$947 +38 New
KFS
635
Kelly Financial Services
Massachusetts
$1.01K – – –
FSWA
636
Financial Synergies Wealth Advisors
Texas
$1.01K +$922 +37 New
MFA
637
McClarren Financial Advisors
Pennsylvania
$1K -$75 -3 -7%
ADL
638
Asset Dedication LLC
California
$1K – – –
FMP
639
Financial Management Professionals
Texas
$1K – – –
MTIC
640
Missouri Trust & Investment Company
Missouri
$957 – – –
MCA
641
Maryland Capital Advisors
Maryland
$957 +$872 +35 New
GI
642
Gradient Investments
Minnesota
$738 +$673 +27 New
VAG
643
VisionPoint Advisory Group
Texas
$684 +$623 +25 New
WWM
644
Wolff Wiese Magana
California
$657 – – –
AWM
645
Abound Wealth Management
Tennessee
$602 +$548 +22 New
MA
646
Montag & Associates
Georgia
$575 – – –
WIM
647
WealthPlan Investment Management
Nebraska
$574 -$17.1K -687 -97%
DWA
648
Delos Wealth Advisors
Texas
$547 – – –
WWP
649
WR Wealth Planners
Missouri
$547 – – –
DI
650
Disciplined Investments
Oklahoma
$437 +$50 +2 +14%
24 25
26
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