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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
551
CX Institutional
Indiana
$10K -$2.1K -26 -18%
CMP
552
Coston McIsaac & Partners
Maine
$10K – – –
SGK
553
Steigerwald Gordon & Koch
Virginia
$9.73K – – –
HNB
554
Huntington National Bank
Ohio
$9.73K – – –
HWP
555
Highline Wealth Partners
California
$9.56K -$728 -9 -7%
RF
556
Rossby Financial
Florida
$8.8K -$8.98K -111 -52%
CA
557
CoreCap Advisors
Michigan
$8.63K +$1.21K +15 +17%
BONH
558
Bank of New Hampshire
New Hampshire
$8.46K – – –
MCM
559
Manchester Capital Management
Vermont
$8.37K -$81 -1 -1%
SGFG
560
Silver Grove Financial Group
New York
$8.29K +$7.92K +98 New
WSFS
561
Wilmington Savings Fund Society
Delaware
$7.61K +$970 +12 +15%
ZBNA
562
Zions Bancorporation, National Association
Utah
$7.61K +$2.91K +36 +67%
TM
563
Torren Management
California
$7.53K – – –
EWP
564
Elevation Wealth Partners
California
$7.44K -$8.98K -111 -56%
SWP
565
Strategic Wealth Partners
Ohio
$6.94K – – –
CFO
566
CVA Family Office
Colorado
$6.85K – – –
FFO
567
Fortitude Family Office
Arizona
$6.43K -$2.1K -26 -25%
LWM
568
Lodestone Wealth Management
Washington
$6.43K – – –
CT
569
Clearstead Trust
Maine
$5.58K +$2.67K +33 +100%
JSAM
570
J. Safra Asset Management
New York
$5.5K – – –
SS
571
SBI Securities
Japan
$5.16K +$1.05K +13 +27%
UFPG
572
United Financial Planning Group
New York
$4.82K – – –
CIAM
573
Caitong International Asset Management
Hong Kong
$4.57K +$4.12K +51 +1,700%
PWA
574
Physician Wealth Advisors
Utah
$4.4K +$1.54K +19 +58%
SIM
575
Synergy Investment Management
Florida
$4.23K -$42.2K -522 -91%
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