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RDDT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
751
Root Financial Partners
California
$1.75K -$2.21K -13 -50%
ACM
752
Accent Capital Management
Ohio
$1.62K -$340 -2 -14%
AS
753
Altshuler Shaham
Israel
$1.48K -$15.3K -90 -89%
RWM
754
RMG Wealth Management
Wisconsin
$1.44K +$1.53K +9 New
BWM
755
Bullock Wealth Management
Indiana
$1.36K +$1.7K +10 New
BCH
756
Berkshire Capital Holdings
California
$1.35K -$5.55M -32,640 -100%
GWP
757
Gen-Wealth Partners
Michigan
$1.35K – – –
AGWCA
758
Annis Gardner Whiting Capital Advisors
Florida
$1.35K +$1.7K +10 New
SNB
759
Security National Bank
Nebraska
$1.21K – – –
SGK
760
Steigerwald Gordon & Koch
Virginia
$1.08K -$1.7K -10 -56%
CPG
761
Cornerstone Planning Group
New Jersey
$1.03K -$681 -4 -40%
TFGT
762
TS Financial Group (TSFG)
Illinois
$1K – – –
CAL
763
Capital Advisors Ltd
Ohio
$1K +$170 +1 +14%
BWL
764
Bogart Wealth LLC
Virginia
$943 -$340 -2 -22%
AFG
765
Albion Financial Group
Utah
$943 – – –
FFL
766
Financial Freedom LLC
Ohio
$943 – – –
JFA
767
JNBA Financial Advisors
Minnesota
$943 – – –
NB
768
NBT Bank
New York
$943 +$1.19K +7 New
TCM
769
Triumph Capital Management
Colorado
$943 +$1.19K +7 New
TWD
770
True Wealth Design
Ohio
$808 -$4.08K -24 -80%
RCM
771
Raleigh Capital Management
North Carolina
$673 -$106K -625 -99%
S
772
Sachetta
Massachusetts
$539 -$1.7K -10 -71%
RWM
773
Raffa Wealth Management
District of Columbia
$539 – – –
BFS
774
Bare Financial Services
Pennsylvania
$539 +$170 +1 +33%
BFPW
775
BOK Financial Private Wealth
Colorado
$539 +$681 +4 New
29 30
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