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REZI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Mascoma Wealth Management
New Hampshire
$4.38K +$4.85K +141 New
APFP
327
Action Point Financial Planning
Michigan
$4.23K +$4.75K +138 New
CFM
328
Compass Financial Management
Florida
$4.21K +$5.54K +161 New
WIM
329
Westside Investment Management
California
$4.14K – – –
ZBNA
330
Zions Bancorporation, National Association
Utah
$3.98K +$3.58K +104 +433%
TWD
331
True Wealth Design
Ohio
$3.7K – – –
MWA
332
Medallion Wealth Advisors
Connecticut
$3.61K – – –
FFO
333
Fortitude Family Office
Arizona
$3.51K -$1.75K -51 -31%
CCWM
334
Cassaday & Co Wealth Management
Virginia
$3.42K +$550 +16 +17%
KFG
335
Kingdom Financial Group
Arizona
$3.33K – – –
CLOS
336
Compagnie Lombard Odier SCmA
Switzerland
$3.3K – – –
FCAS
337
First Command Advisory Services
Texas
$3.27K – – –
FC
338
Financial Consulate
Maryland
$3.2K – – –
SN
339
Sittner & Nelson
Oregon
$3.11K – – –
KG
340
Kilter Group
New York
$3.08K -$963 -28 -22%
AAS
341
Ameritas Advisory Services
Nebraska
$3.08K +$3.4K +99 New
BWL
342
Bogart Wealth LLC
Virginia
$3.02K – – –
HBW
343
Hazlett, Burt & Watson
West Virginia
$3K – – –
POIA
344
Pin Oak Investment Advisors
Texas
$3K – – –
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%
PCFFS
350
Pacific Center for Financial Services
California
$2.64K – – –
12 13
14
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