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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$24.8K – – –
ST
552
Smithfield Trust
Pennsylvania
$24K – – –
CAS
553
Coppell Advisory Solutions
Texas
$23.3K +$20.6K +216 New
AAP
554
Arax Advisory Partners
Colorado
$23.3K – – –
HWM
555
Hemington Wealth Management
Virginia
$19K +$14.5K +152 New
AIC
556
Archer Investment Corporation
Indiana
$18.9K +$4.77K +50 +41%
RFS
557
Richardson Financial Services
Massachusetts
$18.5K – – –
GRP
558
Global Retirement Partners
California
$17.3K +$1.15K +12 +8%
LSA
559
Leonteq Securities AG
Switzerland
$15.8K -$3.62K -38 -21%
WWM
560
Wolff Wiese Magana
California
$15.8K +$13.6K +143 New
AWM
561
Avior Wealth Management
Nebraska
$15.3K -$2.86K -30 -18%
MTC
562
Matrix Trust Company
Colorado
$15K +$12.9K +135 New
BONH
563
Bank of New Hampshire
New Hampshire
$14.4K – – –
GWM
564
Geneos Wealth Management
Colorado
$13.9K +$12K +126 New
GM
565
GeoWealth Management
Illinois
$13.6K +$11.7K +123 New
HGA
566
Hobbs Group Advisors
South Carolina
$12.6K +$10.9K +114 New
JWA
567
JFS Wealth Advisors
Pennsylvania
$11.9K – – –
SCM
568
Sterling Capital Management
North Carolina
$11.4K +$9.82K +103 New
PWMG
569
Prestige Wealth Management Group
New Jersey
$11K – – –
TFA
570
Toth Financial Advisory
Virginia
$11K – – –
RIL
571
Rothschild Investment LLC
Illinois
$11K +$6.2K +65 +186%
HI
572
Harbour Investments
Wisconsin
$10K -$858 -9 -9%
CA
573
Continuum Advisory
Idaho
$9.93K +$3.91K +41 +141%
FFA
574
Frazier Financial Advisors
Ohio
$9.83K -$14.7K -154 -63%
MIM
575
Macroview Investment Management
Maryland
$9.16K +$7.92K +83 New
21 22
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