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RNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
SHP Wealth Management
Massachusetts
$936 – – –
APFP
352
Action Point Financial Planning
Michigan
$858 +$969 +24 New
SVCP
353
Silicon Valley Capital Partners
California
$822 – – –
GFA
354
Godfrey Financial Associates
New York
$819 – – –
PMFA
355
Plante Moran Financial Advisors
Michigan
$663 +$687 +17 New
CH
356
Cromwell Holdings
Wyoming
$585 – – –
AWM
357
Activest Wealth Management
Florida
$585 +$606 +15 New
CCMI
358
Creative Capital Management Investments
California
$585 +$606 +15 New
WETS
359
Wealth Enhancement Trust Services
South Dakota
$585 +$606 +15 New
DPW
360
DiNuzzo Private Wealth
Pennsylvania
$507 -$81 -2 -13%
GWM
361
Gilpin Wealth Management
Colorado
$507 -$40 -1 -7%
CMA
362
Cedar Mountain Advisors
Oregon
$507 – – –
AW
363
Ankerstar Wealth
Texas
$429 -$162 -4 -27%
BHWM
364
Bay Harbor Wealth Management
Maryland
$429 -$40 -1 -8%
T
365
Tidemark
California
$390 – – –
HIA
366
HFM Investment Advisors
New Jersey
$351 +$242 +6 +200%
RWM
367
Raffa Wealth Management
District of Columbia
$312 – – –
HI
368
Harbour Investments
Wisconsin
$299 +$323 +8 New
FP
369
Financial Perspectives
Minnesota
$196 – – –
CA
370
Clearstead Advisors
Ohio
$195 +$202 +5 New
DCM
371
Davis Capital Management
Florida
$156 +$162 +4 New
LI
372
LRI Investments
Florida
$156 +$162 +4 New
RF
373
Rossby Financial
Florida
$156 +$162 +4 New
DF
374
DecisionPoint Financial
Arizona
$82 +$81 +2 New
IAS
375
IMA Advisory Services
Colorado
$78 -$162 -4 -67%
13 14
15
16 17