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Piper Sandler
PIPR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Concorde Financial
Texas
$2.78K +$2.49K +40 New
NC
327
NewSquare Capital
Pennsylvania
$2.5K -$7.48K -120 -77%
PWA
328
Provenance Wealth Advisors
Florida
$2.5K – – –
FFO
329
Fortitude Family Office
Arizona
$2.5K +$1.25K +20 +125%
CFB
330
Cullen/Frost Bankers
Texas
$2.23K -$6.98K -112 -78%
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22K – – –
GEA
332
Glen Eagle Advisors
New Jersey
$1.99K – – –
VWM
333
Vermillion Wealth Management
Minnesota
$1.96K -$3.99K -64 -70%
HNB
334
Huntington National Bank
Ohio
$1.95K -$997 -16 -36%
HPC
335
HM Payson & Co
Maine
$1.67K – – –
CT
336
Clearstead Trust
Maine
$1.67K +$1.5K +24 New
TIM
337
Tortoise Investment Management
New York
$1.67K +$1.5K +24 New
CFO
338
CVA Family Office
Colorado
$1.39K -$997 -16 -44%
LFG
339
Larson Financial Group
Missouri
$1.11K +$498 +8 +100%
GRP
340
Global Retirement Partners
California
$1.11K +$997 +16 New
CAM
341
Clarity Asset Management
Iowa
$1.1K – – –
PWA
342
Physician Wealth Advisors
Utah
$834 -$748 -12 -50%
CMA
343
Cedar Mountain Advisors
Oregon
$834 – – –
SS
344
SBI Securities
Japan
$834 – – –
TWD
345
True Wealth Design
Ohio
$834 – – –
RWM
346
Rialto Wealth Management
New York
$834 +$748 +12 New
SC
347
Stephens Consulting
Michigan
$556 -$748 -12 -60%
SIC
348
SJS Investment Consulting
Ohio
$556 -$498 -8 -50%
AGWCA
349
Annis Gardner Whiting Capital Advisors
Florida
$556 +$498 +8 New
EP
350
Essential Partners
California
$556 +$498 +8 New
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