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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
376
Retirement Wealth Solutions
Wisconsin
$1.24K -$73 -6 -6%
AG
377
AmeriFlex Group
Nevada
$1.08K +$930 +76 New
DF
378
Dunhill Financial
United Kingdom
$1.07K – – –
SWM
379
SHP Wealth Management
Massachusetts
$1.04K +$893 +73 New
FCAS
380
First Command Advisory Services
Texas
$1K +$844 +69 New
CAL
381
Capital Advisors Ltd
Ohio
$1K – – –
WSFS
382
Wilmington Savings Fund Society
Delaware
$941 +$807 +66 New
WA
383
Whipplewood Advisors
Colorado
$912 – – –
TFA
384
Transamerica Financial Advisors
Florida
$855 +$612 +50 +556%
APFP
385
Action Point Financial Planning
Michigan
$755 +$648 +53 New
TWC
386
TD Waterhouse Canada
Ontario, Canada
$710 – – –
PWA
387
Physician Wealth Advisors
Utah
$627 +$538 +44 New
SRCM
388
Signature Resources Capital Management
California
$613 -$2.56K -209 -83%
ZBNA
389
Zions Bancorporation, National Association
Utah
$570 +$489 +40 New
HI
390
Harbour Investments
Wisconsin
$556 – – –
CA
391
CoreCap Advisors
Michigan
$456 +$391 +32 New
VWA
392
VSM Wealth Advisory
Maryland
$299 – – –
CH
393
Cromwell Holdings
Wyoming
$232 – – –
BCWM
394
Bartlett & Co Wealth Management
Ohio
$203 – – –
BWL
395
Bogart Wealth LLC
Virginia
$114 – – –
CIAM
396
Caitong International Asset Management
Hong Kong
$71 -$61 -5 -50%
II
397
Inspire Investing
Idaho
$41 – – –
AWM
398
Activest Wealth Management
Florida
$29 +$24 +2 New
SC
399
Sculptor Capital
New York
– -$34.2M -3,250,000 Closed
VVP
400
Vulcan Value Partners
Alabama
– -$12.6M -1,195,835 Closed
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