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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
576
United Financial Planning Group
New York
$4.82K – – –
CIAM
577
Caitong International Asset Management
Hong Kong
$4.57K +$4.12K +51 +1,700%
PWA
578
Physician Wealth Advisors
Utah
$4.4K +$1.54K +19 +58%
SIM
579
Synergy Investment Management
Florida
$4.23K -$42.2K -522 -91%
SC
580
Swan Capital
Florida
$4.23K – – –
FGC
581
Financial Gravity Companies
Texas
$4.14K +$3.96K +49 New
JWM
582
JPL Wealth Management
Colorado
$3.98K – – –
BTD
583
BankPlus Trust Department
Mississippi
$3.72K – – –
AWM
584
Activest Wealth Management
Florida
$3.47K +$728 +9 +28%
WWM
585
Wolff Wiese Magana
California
$3.38K +$3.23K +40 New
IAIM
586
International Assets Investment Management
Florida
$3.04K – – –
KFA
587
Kelleher Financial Advisors
New York
$2.88K +$2.75K +34 New
CA
588
Continuum Advisory
Idaho
$2.71K +$2.59K +32 New
CT
589
Colonial Trust
South Carolina
$2.62K – – –
HC
590
Hurley Capital
New York
$2.54K – – –
CTWM
591
Cherry Tree Wealth Management
Minnesota
$2.37K – – –
KG
592
Kilter Group
New York
$2.37K – – –
VWA
593
Valued Wealth Advisors
Utah
$2.37K – – –
GFA
594
Godfrey Financial Associates
New York
$2.12K – – –
TCM
595
Triumph Capital Management
Colorado
$2.11K – – –
CH
596
Cromwell Holdings
Wyoming
$1.95K +$566 +7 +44%
BWL
597
Bogart Wealth LLC
Virginia
$1.95K +$1.29K +16 +229%
WA
598
Whipplewood Advisors
Colorado
$1.86K -$6.31K -78 -78%
RS
599
Rakuten Securities
Japan
$1.86K -$2.83K -35 -61%
ADL
600
Asset Dedication LLC
California
$1.69K – – –
22 23
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