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Remitly
RELY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
326
Transamerica Financial Advisors
Florida
$1.28K +$1.17K +57 New
WA
327
WPG Advisers
Maryland
$1.23K – – –
WETS
328
Wealth Enhancement Trust Services
South Dakota
$1.17K +$1.07K +52 New
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$1.12K +$1.02K +50 New
GFA
330
Godfrey Financial Associates
New York
$1.05K – – –
CFO
331
CVA Family Office
Colorado
$829 – – –
PMFA
332
Plante Moran Financial Advisors
Michigan
$740 +$676 +33 New
GWM
333
Gilpin Wealth Management
Colorado
$650 +$594 +29 New
CMA
334
Cedar Mountain Advisors
Oregon
$627 +$574 +28 New
FFO
335
Fortitude Family Office
Arizona
$627 +$574 +28 New
IAIM
336
International Assets Investment Management
Florida
$620 – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$605 +$553 +27 New
AW
338
Ankerstar Wealth
Texas
$560 +$512 +25 New
APFP
339
Action Point Financial Planning
Michigan
$560 +$533 +26 New
HI
340
Harbour Investments
Wisconsin
$522 +$246 +12 +109%
SHIM
341
Stone House Investment Management
Pennsylvania
$515 – – –
CPG
342
Cornerstone Planning Group
New Jersey
$393 – – –
KFAS
343
Keating Financial Advisory Services
Kansas
$381 +$205 +10 +143%
JWM
344
JPL Wealth Management
Colorado
$314 – – –
CA
345
Clearstead Advisors
Ohio
$247 +$225 +11 New
TM
346
Torren Management
California
$224 – – –
DCM
347
Davis Capital Management
Florida
$202 +$184 +9 New
CWP
348
Concord Wealth Partners
Virginia
$90 +$82 +4 New
DF
349
Dunhill Financial
United Kingdom
$87 – – –
HNB
350
Huntington National Bank
Ohio
$22 – – –
12 13
14
15 16