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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
526
Versant Capital Management
Arizona
$23.1K -$24.9K -334 -53%
MWM
527
Mosley Wealth Management
California
$21.5K +$14.8K +198 New
VSQM
528
V-Square Quantitative Management
Illinois
$20.7K -$37.2K -499 -65%
WTC
529
WhitTier Trust Company
Nevada
$20.2K -$16.7K -224 -46%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$19.9K -$45K -603 -70%
FIM
531
FWL Investment Management
Texas
$19.1K -$22.2K -298 -55%
MCA
532
McGuire Capital Advisors
Oklahoma
$17.7K -$3.13K -42 -15%
WPA
533
Wealth Preservation Advisors
Tennessee
$17.2K +$16.6K +223 New
RF
534
Rossby Financial
Florida
$16.3K -$92.5K -1,240 -85%
ST
535
Smithfield Trust
Pennsylvania
$16K – – –
EC
536
Elequin Capital
New York
$15.8K +$15.3K +205 New
CFB
537
Cullen/Frost Bankers
Texas
$15.7K -$224 -3 -1%
EWP
538
Elevation Wealth Partners
California
$15.3K +$14.9K +199 New
VIS
539
Vega Investment Solutions
France
$15.2K – – –
SAM
540
Smartleaf Asset Management
Massachusetts
$15.1K -$4.25K -57 -23%
SIC
541
SJS Investment Consulting
Ohio
$14K +$6.27K +84 +86%
AIC
542
Archer Investment Corporation
Indiana
$13.2K – – –
BFS
543
Bare Financial Services
Pennsylvania
$13.2K +$9.48K +127 +289%
AA
544
Ancora Advisors
Ohio
$12.7K +$11.2K +150 +1,000%
1L
545
10Elms LLP
Oklahoma
$11.6K -$45.4K -609 -80%
AWA
546
Acumen Wealth Advisors
Tennessee
$11.5K -$4.11K -55 -27%
CI
547
CX Institutional
Indiana
$11K +$10.6K +142 New
CMA
548
Cedar Mountain Advisors
Oregon
$11K +$10.6K +142 New
PWMG
549
Private Wealth Management Group
New Jersey
$10.8K +$5.75K +77 +122%
HWP
550
Highline Wealth Partners
California
$9.41K +$9.11K +122 New
20 21
22
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