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REZI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Abound Wealth Management
Tennessee
$142 -$21 -1 -11%
CCM
377
Chilton Capital Management
Texas
$142 – – –
HIW
378
Holos Integrated Wealth
Pennsylvania
$142 – – –
RA
379
Ransom Advisory
Rhode Island
$142 +$164 +8 New
HPC
380
HM Payson & Co
Maine
$124 – – –
ME
381
McIlrath & Eck
Washington
$106 – – –
TF
382
Tompkins Financial
New York
$106 – – –
B
383
Birchbrook
Maine
$89 – – –
MHR
384
Matthew Hamilton Rosenberg
$89 – – –
PWM
385
Parkworth Wealth Management
California
$89 – – –
BA
386
Bellwether Advisors
Nebraska
$88 – – –
HIA
387
HFM Investment Advisors
New Jersey
$54 +$62 +3 New
BHWM
388
Bay Harbor Wealth Management
Maryland
$53 +$62 +3 New
RWA
389
Redmont Wealth Advisors
Illinois
$53 +$62 +3 New
FG
390
Fairman Group
Pennsylvania
$46 – – –
MWA
391
Medallion Wealth Advisors
Connecticut
$36 – – –
CPG
392
Cornerstone Planning Group
New Jersey
$31 – – –
CSB
393
City State Bank
Iowa
$18 – – –
FFL
394
Financial Freedom LLC
Ohio
$18 – – –
AA
395
Addison Advisors
Vermont
$18 +$21 +1 New
MG
396
Mather Group
Illinois
$18 +$21 +1 New
SSB
397
Sandy Spring Bank
Maryland
$18 +$21 +1 New
ZBNA
398
Zions Bancorporation, National Association
Utah
$18 +$21 +1 New
LHC
399
Lodge Hill Capital
New York
– -$5.35M -232,000 Closed
CSS
400
Cubist Systematic Strategies
Connecticut
– -$2.58M -111,944 Closed
14 15
16
17 18