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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
SHP Wealth Management
Massachusetts
$10.9K -$190K -2,353 -95%
BWA
552
Basecamp Wealth Advisors
Washington
$10.6K +$4.37K +54 +76%
FHC
553
First Horizon Corporation
Tennessee
$10.4K +$566 +7 +6%
JWA
554
JFS Wealth Advisors
Pennsylvania
$10.2K – – –
CI
555
CX Institutional
Indiana
$10K -$2.1K -26 -18%
CMP
556
Coston McIsaac & Partners
Maine
$10K – – –
SGK
557
Steigerwald Gordon & Koch
Virginia
$9.73K – – –
HNB
558
Huntington National Bank
Ohio
$9.73K – – –
HWP
559
Highline Wealth Partners
California
$9.56K -$728 -9 -7%
RF
560
Rossby Financial
Florida
$8.8K -$8.98K -111 -52%
CA
561
CoreCap Advisors
Michigan
$8.63K +$1.21K +15 +17%
BONH
562
Bank of New Hampshire
New Hampshire
$8.46K – – –
MCM
563
Manchester Capital Management
Vermont
$8.37K -$81 -1 -1%
SGFG
564
Silver Grove Financial Group
New York
$8.29K +$7.92K +98 New
WSFS
565
Wilmington Savings Fund Society
Delaware
$7.61K +$970 +12 +15%
ZBNA
566
Zions Bancorporation, National Association
Utah
$7.61K +$2.91K +36 +67%
TM
567
Torren Management
California
$7.53K – – –
EWP
568
Elevation Wealth Partners
California
$7.44K -$8.98K -111 -56%
SWP
569
Strategic Wealth Partners
Ohio
$6.94K – – –
CFO
570
CVA Family Office
Colorado
$6.85K – – –
FFO
571
Fortitude Family Office
Arizona
$6.43K -$2.1K -26 -25%
LWM
572
Lodestone Wealth Management
Washington
$6.43K – – –
CT
573
Clearstead Trust
Maine
$5.58K +$2.67K +33 +100%
JSAM
574
J. Safra Asset Management
New York
$5.5K – – –
SS
575
SBI Securities
Japan
$5.16K +$1.05K +13 +27%
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