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Piper Sandler
PIPR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
326
Twin Peaks Wealth Advisors
California
$29.1K +$31.2K +380 New
ASN
327
Advisory Services Network
Georgia
$28.8K +$30.9K +376 New
EWA
328
EverSource Wealth Advisors
Alabama
$26.8K +$4.43K +54 +18%
NA
329
NewEdge Advisors
Louisiana
$25.1K -$2.63K -32 -9%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$25.1K +$1.64K +20 +6%
BWL
331
Bogart Wealth LLC
Virginia
$24.5K – – –
MAFA
332
MJT & Associates Financial Advisory
Minnesota
$24.5K – – –
MCM
333
MAI Capital Management
Ohio
$20.8K – – –
C
334
Covestor
United Kingdom
$20K -$24.9K -303 -54%
CMA
335
Cedar Mountain Advisors
Oregon
$19.6K +$18.1K +220 +611%
BFS
336
Bare Financial Services
Pennsylvania
$13.2K +$4.02K +49 +40%
RFP
337
Root Financial Partners
California
$11.5K -$1.15K -14 -9%
BFP
338
Birchwood Financial Partners
Minnesota
$11.3K – – –
RIL
339
Rothschild Investment LLC
Illinois
$11.3K +$3.28K +40 +37%
GIA
340
GHP Investment Advisors
Colorado
$11.3K -$82 -1 -0.7%
WA
341
WPG Advisers
Maryland
$10.1K -$1.97K -24 -15%
IAIM
342
International Assets Investment Management
Florida
$9.5K – – –
KG
343
Kilter Group
New York
$9.42K +$10.1K +123 New
BA
344
Ballast Advisors
Minnesota
$9.19K +$9.85K +120 New
LSPW
345
Lake Street Private Wealth
Illinois
$8.88K +$9.52K +116 New
SIS
346
Sound Income Strategies
Florida
$8.46K +$164 +2 +2%
FPF
347
First Pacific Financial
Washington
$8.27K +$1.31K +16 +17%
ACM
348
Accent Capital Management
Ohio
$7.96K +$8.53K +104 New
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$7.88K +$246 +3 +3%
NWS
350
Nvest Wealth Strategies
Ohio
$7.66K – – –
12 13
14
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