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Qualys
QLYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
SHP Wealth Management
Massachusetts
$1.79K -$2.07K -21 -62%
PSFG
402
Park Square Financial Group
Georgia
$1.79K -$295 -3 -19%
QC
403
Quent Capital
New York
$1.65K +$1.18K +12 New
TFA
404
Toth Financial Advisory
Virginia
$1.65K +$1.18K +12 New
AWM
405
Activest Wealth Management
Florida
$1.51K +$1.08K +11 New
RWS
406
Retirement Wealth Solutions
Wisconsin
$1.38K -$787 -8 -44%
FCAS
407
First Command Advisory Services
Texas
$1.24K +$885 +9 New
KFAS
408
Keating Financial Advisory Services
Kansas
$1.24K +$885 +9 New
WETS
409
Wealth Enhancement Trust Services
South Dakota
$1.24K +$885 +9 New
APFP
410
Action Point Financial Planning
Michigan
$1.24K +$984 +10 New
LI
411
LRI Investments
Florida
$1.1K +$787 +8 New
SFCL
412
Strengthening Families & Communities LLC
Massachusetts
$1.1K +$787 +8 New
MCM
413
Manchester Capital Management
Vermont
$963 +$689 +7 New
IAIM
414
International Assets Investment Management
Florida
$861 – – –
CFM
415
Cornerstone Financial Management
Massachusetts
$825 – – –
TM
416
Torren Management
California
$825 – – –
SC
417
SouthState Corp
Florida
$825 +$98 +1 +20%
RWM
418
Rialto Wealth Management
New York
$825 +$590 +6 New
ZBNA
419
Zions Bancorporation, National Association
Utah
$825 +$590 +6 New
S
420
Sachetta
Massachusetts
$688 +$492 +5 New
TFM
421
TFC Financial Management
Massachusetts
$688 +$492 +5 New
FHC
422
First Horizon Corporation
Tennessee
$550 – – –
CCMI
423
Creative Capital Management Investments
California
$550 +$394 +4 New
JWA
424
JFS Wealth Advisors
Pennsylvania
$413 -$98 -1 -25%
HFS
425
Hughes Financial Services
Virginia
$412 +$197 +2 +200%
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17
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