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REZI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
351
Manitou Investment Management
Ontario, Canada
$622 – – –
CW
352
Curio Wealth
Maryland
$604 +$610 +26 New
AIM
353
Anchor Investment Management
South Carolina
$576 – – –
HCM
354
Hollencrest Capital Management
California
$576 – – –
RAM
355
Riggs Asset Management
Pennsylvania
$558 – – –
OC
356
Oakworth Capital
Alabama
$553 – – –
S
357
Sachetta
Massachusetts
$485 – – –
BGAI
358
Bruce G. Allen Investments
Colorado
$484 – – –
CIA
359
Cape Investment Advisory
Georgia
$415 – – –
AWM
360
Avior Wealth Management
Nebraska
$414 +$352 +15 +500%
HCA
361
Heck Capital Advisors
Wisconsin
$414 +$422 +18 New
FGA
362
Fortis Group Advisors
New Jersey
$392 – – –
WBC
363
West Branch Capital
Massachusetts
$392 – – –
EPIM
364
Evelyn Partners Investment Management
$392 +$399 +17 New
TCM
365
TruNorth Capital Management
Michigan
$369 -$774 -33 -67%
GWP
366
Gen-Wealth Partners
Michigan
$369 – – –
JFG
367
JDM Financial Group
Texas
$369 – – –
NC
368
NewSquare Capital
Pennsylvania
$369 – – –
PP
369
PFS Partners
New Jersey
$369 – – –
PSFG
370
Park Square Financial Group
Georgia
$369 +$375 +16 New
FCAS
371
First Command Advisory Services
Texas
$346 +$352 +15 New
RWPA
372
Richard W. Paul & Associates
Michigan
$300 – – –
IA
373
IFP Advisors
Florida
$277 +$281 +12 New
TSMHT
374
Thurston Springer Miller Herd & Titak
Indiana
$276 – – –
PWA
375
Physician Wealth Advisors
Utah
$254 +$258 +11 New
13 14
15
16 17