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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
526
Elequin Capital
New York
$26.2K +$8.49K +105 +51%
APW
527
Allied Private Wealth
Florida
$24.1K +$24.3K +300 New
MP
528
McDonald Partners
Ohio
$21.1K +$20.2K +250 New
SIC
529
SJS Investment Consulting
Ohio
$21.1K +$5.42K +67 +37%
FIM
530
FWL Investment Management
Texas
$20.9K – – –
SL
531
Salomon & Ludwin
Virginia
$19.7K +$18.4K +227 New
SC
532
Stance Capital
Massachusetts
$19.4K -$7.84K -97 -30%
ST
533
Smithfield Trust
Pennsylvania
$19K – – –
TFA
534
Transamerica Financial Advisors
Florida
$18.4K +$8.09K +100 +85%
TWD
535
True Wealth Design
Ohio
$17.3K -$8.57K -106 -34%
CFB
536
Cullen/Frost Bankers
Texas
$17.2K – – –
MCA
537
McGuire Capital Advisors
Oklahoma
$16.6K -$2.67K -33 -14%
SAM
538
Smartleaf Asset Management
Massachusetts
$16K – – –
BFS
539
Bare Financial Services
Pennsylvania
$15.4K +$889 +11 +6%
APFP
540
Action Point Financial Planning
Michigan
$15K +$14.5K +179 New
AIC
541
Archer Investment Corporation
Indiana
$14.5K – – –
CA
542
Clearstead Advisors
Ohio
$13.2K +$5.5K +68 +77%
FAM
543
Fulcrum Asset Management
United Kingdom
$13.1K +$12.9K +160 New
1L
544
10Elms LLP
Oklahoma
$12.7K – – –
CMA
545
Cedar Mountain Advisors
Oregon
$12K – – –
PWMG
546
Private Wealth Management Group
New Jersey
$11.8K – – –
SWM
547
SHP Wealth Management
Massachusetts
$10.9K -$190K -2,353 -95%
BWA
548
Basecamp Wealth Advisors
Washington
$10.6K +$4.37K +54 +76%
FHC
549
First Horizon Corporation
Tennessee
$10.4K +$566 +7 +6%
JWA
550
JFS Wealth Advisors
Pennsylvania
$10.2K – – –
20 21
22
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