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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Mosley Wealth Management
California
$21.5K +$14.8K +198 New
VSQM
527
V-Square Quantitative Management
Illinois
$20.7K -$37.2K -499 -65%
WTC
528
WhitTier Trust Company
Nevada
$20.2K -$16.7K -224 -46%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$19.9K -$45K -603 -70%
FIM
530
FWL Investment Management
Texas
$19.1K -$22.2K -298 -55%
MCA
531
McGuire Capital Advisors
Oklahoma
$17.7K -$3.13K -42 -15%
WPA
532
Wealth Preservation Advisors
Tennessee
$17.2K +$16.6K +223 New
RF
533
Rossby Financial
Florida
$16.3K -$92.5K -1,240 -85%
ST
534
Smithfield Trust
Pennsylvania
$16K – – –
EC
535
Elequin Capital
New York
$15.8K +$15.3K +205 New
CFB
536
Cullen/Frost Bankers
Texas
$15.7K -$224 -3 -1%
EWP
537
Elevation Wealth Partners
California
$15.3K +$14.9K +199 New
VIS
538
Vega Investment Solutions
France
$15.2K – – –
SAM
539
Smartleaf Asset Management
Massachusetts
$15.1K -$4.25K -57 -23%
SIC
540
SJS Investment Consulting
Ohio
$14K +$6.27K +84 +86%
AIC
541
Archer Investment Corporation
Indiana
$13.2K – – –
BFS
542
Bare Financial Services
Pennsylvania
$13.2K +$9.48K +127 +289%
AA
543
Ancora Advisors
Ohio
$12.7K +$11.2K +150 +1,000%
1L
544
10Elms LLP
Oklahoma
$11.6K -$45.4K -609 -80%
AWA
545
Acumen Wealth Advisors
Tennessee
$11.5K -$4.11K -55 -27%
CI
546
CX Institutional
Indiana
$11K +$10.6K +142 New
CMA
547
Cedar Mountain Advisors
Oregon
$11K +$10.6K +142 New
PWMG
548
Private Wealth Management Group
New Jersey
$10.8K +$5.75K +77 +122%
HWP
549
Highline Wealth Partners
California
$9.41K +$9.11K +122 New
JWA
550
JFS Wealth Advisors
Pennsylvania
$9.33K -$1.19K -16 -12%
20 21
22
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