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Piper Sandler
PIPR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
351
HighMark Wealth Management
Minnesota
$10.4K -$1.27M -15,605 -99%
RIL
352
Rothschild Investment LLC
Illinois
$10.1K -$649 -8 -5%
IAIM
353
International Assets Investment Management
Florida
$8.95K – – –
ZBNA
354
Zions Bancorporation, National Association
Utah
$8.03K +$3K +37 +50%
CFO
355
CVA Family Office
Colorado
$7.74K +$568 +7 +7%
JWA
356
JFS Wealth Advisors
Pennsylvania
$7.67K +$8.6K +106 New
ACM
357
Accent Capital Management
Ohio
$7.52K – – –
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$7.52K +$81 +1 +1%
WA
359
WPG Advisers
Maryland
$7.38K -$2.43K -30 -23%
NWS
360
Nvest Wealth Strategies
Ohio
$7.23K – – –
DPW
361
DiNuzzo Private Wealth
Pennsylvania
$6.95K +$7.78K +96 New
KFAS
362
Keating Financial Advisory Services
Kansas
$6.8K +$1.38K +17 +22%
BIA
363
Bell Investment Advisors
California
$6.37K – – –
MAM
364
Marquette Asset Management
Minnesota
$6.37K – – –
LFG
365
Larson Financial Group
Missouri
$6.08K – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$6.08K +$6.81K +84 New
SGFG
367
Silver Grove Financial Group
New York
$6.08K +$6.81K +84 New
DB
368
Danske Bank
Denmark
$5.79K – – –
BW
369
Basepoint Wealth
Iowa
$5.06K – – –
PWMG
370
Private Wealth Management Group
New Jersey
$4.92K +$5.51K +68 New
SEP
371
Signature Equity Partners
Ohio
$4.6K +$1.78K +22 +52%
KG
372
Kilter Group
New York
$4.05K -$5.43K -67 -54%
FFO
373
Fortitude Family Office
Arizona
$3.76K -$81 -1 -2%
OCWP
374
Owl Creek Wealth Partners
Colorado
$3.62K +$811 +10 +25%
WTC
375
WhitTier Trust Company
Nevada
$3.6K – – –
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