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RMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$7.43K – – –
APFP
552
Action Point Financial Planning
Michigan
$7.17K +$7.41K +57 New
BIA
553
Bell Investment Advisors
California
$6.77K -$1.82K -14 -22%
LI
554
LRI Investments
Florida
$6.64K -$2.73K -21 -30%
VNA
555
Valley National Advisers
Pennsylvania
$6.64K – – –
QL
556
Quarry LP
New York
$5.71K +$5.59K +43 New
SFCL
557
Strengthening Families & Communities LLC
Massachusetts
$5.71K +$5.59K +43 New
CT
558
Colonial Trust
South Carolina
$5.44K -$1.17K -9 -18%
HNW
559
High Note Wealth
Minnesota
$5.44K – – –
WT
560
Whittier Trust
California
$5.21K – – –
FNWA
561
Financial Network Wealth Advisors
Utah
$4.12K -$1.82K -14 -31%
GKIM
562
GW&K Investment Management
Massachusetts
$4K +$3.9K +30 New
TFA
563
Toth Financial Advisory
Virginia
$3.72K – – –
RWM
564
Rialto Wealth Management
New York
$3.58K +$2.6K +20 +286%
MCM
565
MV Capital Management
Maryland
$3.45K – – –
CT
566
Clearstead Trust
Maine
$3.32K – – –
CFM
567
Cornerstone Financial Management
Massachusetts
$3.32K +$520 +4 +19%
SIC
568
SJS Investment Consulting
Ohio
$3.32K +$780 +6 +32%
TAP
569
Tounjian Advisory Partners
Florida
$3.19K +$3.12K +24 New
AW
570
Avion Wealth
Texas
$3K – – –
MCM
571
Manchester Capital Management
Vermont
$2.92K +$130 +1 +5%
CH
572
Cromwell Holdings
Wyoming
$2.92K +$2.86K +22 New
BC
573
Barrett & Company
Rhode Island
$2.65K – – –
AAG
574
Armstrong Advisory Group
Massachusetts
$2.52K – – –
PWA
575
Physician Wealth Advisors
Utah
$2.52K +$130 +1 +6%
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