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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$5.37K -$96K -2,826 -94%
CIA
677
Cape Investment Advisory
Georgia
$5.18K – – –
WAG
678
Wiser Advisor Group
Arizona
$4.86K – – –
HI
679
Hoey Investments
Pennsylvania
$4.85K – – –
FFO
680
Fortitude Family Office
Arizona
$4.82K -$1.7K -50 -25%
ZB
681
Zions Bancorporation
Utah
$4.69K -$3.77K -111 -43%
VCM
682
Versant Capital Management
Arizona
$4.6K +$1.02K +30 +27%
BLC
683
Brown, Lisle/Cummings
Rhode Island
$4.53K – – –
JWA
684
JFS Wealth Advisors
Pennsylvania
$4.37K +$442 +13 +11%
AIM
685
Anchor Investment Management
South Carolina
$4.08K -$6.8K -200 -61%
PCMC
686
Planning Capital Management Corporation
Pennsylvania
$4.05K – – –
IUHSA
687
Itau Unibanco Holding S.A.
Brazil
$3.75K +$3.94K +116 New
LFG
688
Larson Financial Group
Missouri
$3.5K -$1.29K -38 -26%
HT
689
Headlands Technologies
Illinois
$3.43K +$3.6K +106 New
IRC
690
Investors Research Corp
Georgia
$3.24K – – –
KHC
691
Koesten Hirschmann & Crabtree
Kansas
$3.24K – – –
AWM
692
Activest Wealth Management
Florida
$3.14K – – –
CWM
693
CarsonAllaria Wealth Management
Illinois
$2.91K +$3.06K +90 New
DIP
694
DT Investment Partners
Pennsylvania
$2.75K +$2.89K +85 New
MG
695
Mather Group
Illinois
$2.62K -$4.62K -136 -63%
TCOV
696
Trust Company of Vermont
Vermont
$2.62K +$2.75K +81 New
MLA
697
MB, Levis & Associates
Pennsylvania
$2.59K – – –
RWPA
698
Richard W. Paul & Associates
Michigan
$2.59K – – –
GSEP
699
Golden State Equity Partners
California
$2.4K +$2.52K +74 New
CAL
700
Capital Advisors Ltd
Ohio
$2K +$204 +6 +10%
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