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SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
576
Rossby Financial
Florida
$5.25K +$5.4K +68 +2,267%
WB
577
Webster Bank
Connecticut
$4.66K – – –
PWMG
578
Private Wealth Management Group
New Jersey
$4.29K -$79 -1 -2%
PWA
579
Physician Wealth Advisors
Utah
$4.07K -$556 -7 -11%
SGK
580
Steigerwald Gordon & Koch
Virginia
$4.07K -$79 -1 -2%
CAL
581
Capital Advisors Ltd
Ohio
$4K – – –
PMFA
582
Plante Moran Financial Advisors
Michigan
$3.99K – – –
SWM
583
SHP Wealth Management
Massachusetts
$3.48K +$1.67K +21 +81%
PTC
584
Private Trust Company
Ohio
$3.33K – – –
SEP
585
Signature Equity Partners
Ohio
$3.3K – – –
PWMG
586
Prestige Wealth Management Group
New Jersey
$3.03K -$79 -1 -2%
TLFA
587
True Link Financial Advisors
California
$2.88K +$3.1K +39 New
DF
588
Dunhill Financial
United Kingdom
$2.86K +$2.78K +35 +1,167%
IAAG
589
Innovative Asset Advisors Group
Connecticut
$2.81K +$3.02K +38 New
MFT
590
Moisand Fitzgerald Tamayo
Florida
$2.74K -$79 -1 -3%
IAS
591
IMA Advisory Services
Colorado
$2.73K -$556 -7 -16%
HNW
592
High Note Wealth
Minnesota
$2.66K -$1.83K -23 -39%
DPW
593
DiNuzzo Private Wealth
Pennsylvania
$2.51K -$79 -1 -3%
MCM
594
Manchester Capital Management
Vermont
$2.51K -$79 -1 -3%
HWP
595
Highline Wealth Partners
California
$2.37K +$1.11K +14 +78%
AFC
596
Ares Financial Consulting
California
$2.29K -$79 -1 -3%
S
597
Sachetta
Massachusetts
$2.22K -$715 -9 -23%
TCM
598
TD Capital Management
Tennessee
$2.12K +$2.3K +29 New
AA
599
Addison Advisors
Vermont
$2.07K -$79 -1 -3%
AFG
600
Albion Financial Group
Utah
$2K – – –
22 23
24
25 26