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PRVA

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
251
Cornerstone Planning Group
New Jersey
$5.24K +$5.04K +207 +900%
RIL
252
Rothschild Investment LLC
Illinois
$4.86K +$365 +15 +8%
SIS
253
Sound Income Strategies
Florida
$4.69K +$4.89K +201 New
EP
254
Essential Partners
California
$4.36K – – –
CIAS
255
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.28K +176 New
ACM
256
Aster Capital Management
United Arab Emirates
$3.53K +$3.63K +149 New
BAM
257
Bellevue Asset Management
Washington
$3.46K – – –
AA
258
Ancora Advisors
Ohio
$2.44K – – –
WA
259
WPG Advisers
Maryland
$1.9K +$1.24K +51 +176%
HNW
260
High Note Wealth
Minnesota
$1.61K +$1.66K +68 New
SS
261
SBI Securities
Japan
$1.47K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.42K – – –
PMAM
263
Picton Mahoney Asset Management
Ontario, Canada
$1.42K – – –
KG
264
Kilter Group
New York
$1.3K – – –
BIA
265
Bell Investment Advisors
California
$641 – – –
RWS
266
Retirement Wealth Solutions
Wisconsin
$570 +$122 +5 +26%
RFP
267
Root Financial Partners
California
$569 +$584 +24 New
IA
268
IFP Advisors
Florida
$522 -$1.12K -46 -68%
FHA
269
Flagship Harbor Advisors
Massachusetts
$356 +$365 +15 New
GWM
270
Gilpin Wealth Management
Colorado
$309 +$316 +13 New
AAP
271
Arax Advisory Partners
Colorado
$237 -$57.3K -2,354 -100%
AW
272
Ankerstar Wealth
Texas
$237 +$243 +10 New
AWM
273
Abound Wealth Management
Tennessee
$119 – – –
SS
274
Sunbelt Securities
Texas
$119 – – –
OC
275
Optima Capital
Oregon
$95 +$97 +4 New
9 10
11
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