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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
576
Zions Bancorporation, National Association
Utah
$3.82K +$4.31K +48 New
RAM
577
Reflection Asset Management
South Carolina
$3.82K +$4.31K +48 New
EP
578
Essential Partners
California
$3.67K -$9.96K -111 -71%
FHA
579
Flagship Harbor Advisors
Massachusetts
$3.58K -$332K -3,705 -99%
BTD
580
BankPlus Trust Department
Mississippi
$3.5K – – –
BFS
581
Bare Financial Services
Pennsylvania
$3.5K +$2.06K +23 +110%
IAIM
582
International Assets Investment Management
Florida
$2.79K +$3.14K +35 New
ADL
583
Asset Dedication LLC
California
$2.63K +$1.79K +20 +154%
RWM
584
Raffa Wealth Management
District of Columbia
$2.63K +$987 +11 +50%
VWWMG
585
Vermillion & White Wealth Management Group
Pennsylvania
$2.55K – – –
HC
586
Hurley Capital
New York
$2.39K – – –
BW
587
Basepoint Wealth
Iowa
$2.39K +$2.69K +30 New
NSIM
588
North Star Investment Management
Illinois
$2.39K +$2.69K +30 New
KG
589
Kilter Group
New York
$2.23K -$897 -10 -26%
CTWM
590
Cherry Tree Wealth Management
Minnesota
$2.23K – – –
CT
591
Clearstead Trust
Maine
$2.15K -$179 -2 -7%
MAM
592
Marquette Asset Management
Minnesota
$2.15K +$1.35K +15 +125%
TCM
593
Triumph Capital Management
Colorado
$2.15K +$2.42K +27 New
GFA
594
Godfrey Financial Associates
New York
$1.99K +$2.24K +25 New
WAG
595
Wilkerson Advisory Group
Missouri
$1.91K +$2.15K +24 New
DPW
596
DiNuzzo Private Wealth
Pennsylvania
$1.75K -$269 -3 -12%
CFO
597
CVA Family Office
Colorado
$1.75K +$538 +6 +38%
HFS
598
Hughes Financial Services
Virginia
$1.67K +$1.44K +16 +320%
TFA
599
Transamerica Financial Advisors
Florida
$1.59K +$1.17K +13 +186%
CIA
600
Cape Investment Advisory
Georgia
$1.51K +$718 +8 +73%
22 23
24
25 26