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REZI

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
326
Action Point Financial Planning
Michigan
$4.23K +$4.75K +138 New
CFM
327
Compass Financial Management
Florida
$4.21K +$5.54K +161 New
WIM
328
Westside Investment Management
California
$4.14K – – –
ZBNA
329
Zions Bancorporation, National Association
Utah
$3.98K +$3.58K +104 +433%
TWD
330
True Wealth Design
Ohio
$3.7K – – –
MWA
331
Medallion Wealth Advisors
Connecticut
$3.61K – – –
FFO
332
Fortitude Family Office
Arizona
$3.51K -$1.75K -51 -31%
CCWM
333
Cassaday & Co Wealth Management
Virginia
$3.42K +$550 +16 +17%
KFG
334
Kingdom Financial Group
Arizona
$3.33K – – –
CLOS
335
Compagnie Lombard Odier SCmA
Switzerland
$3.3K – – –
FCAS
336
First Command Advisory Services
Texas
$3.27K – – –
FC
337
Financial Consulate
Maryland
$3.2K – – –
SN
338
Sittner & Nelson
Oregon
$3.11K – – –
KG
339
Kilter Group
New York
$3.08K -$963 -28 -22%
AAS
340
Ameritas Advisory Services
Nebraska
$3.08K +$3.4K +99 New
BWL
341
Bogart Wealth LLC
Virginia
$3.02K – – –
HBW
342
Hazlett, Burt & Watson
West Virginia
$3K – – –
POIA
343
Pin Oak Investment Advisors
Texas
$3K – – –
BLC
344
Brown, Lisle/Cummings
Rhode Island
$2.92K – – –
TPCW
345
TD Private Client Wealth
New York
$2.89K – – –
IAIM
346
International Assets Investment Management
Florida
$2.86K – – –
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$2.74K +$2.13K +62 +238%
SIC
348
Salem Investment Counselors
North Carolina
$2.71K -$34 -1 -1%
NA
349
NewEdge Advisors
Louisiana
$2.68K +$138 +4 +5%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$2.64K -$8.39K -244 -74%
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