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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
576
Rakuten Securities
Japan
$4.4K -$2.09K -28 -33%
UFPG
577
United Financial Planning Group
New York
$4.4K +$4.25K +57 New
PWMG
578
Prestige Wealth Management Group
New Jersey
$4.32K +$448 +6 +12%
ZBNA
579
Zions Bancorporation, National Association
Utah
$4.17K +$448 +6 +13%
SC
580
Swan Capital
Florida
$3.86K +$3.73K +50 New
SS
581
SBI Securities
Japan
$3.7K -$2.91K -39 -45%
GTAM
582
Global Trust Asset Management
Florida
$3.7K – – –
JWM
583
JPL Wealth Management
Colorado
$3.63K +$3.51K +47 New
BTD
584
BankPlus Trust Department
Mississippi
$3.39K – – –
FPF
585
First Pacific Financial
Washington
$2.93K +$2.84K +38 New
IAIM
586
International Assets Investment Management
Florida
$2.65K – – –
RWM
587
Raffa Wealth Management
District of Columbia
$2.62K +$75 +1 +3%
CT
588
Clearstead Trust
Maine
$2.55K +$448 +6 +22%
PWA
589
Physician Wealth Advisors
Utah
$2.55K +$1.27K +17 +106%
S
590
Sachetta
Massachusetts
$2.55K +$2.46K +33 New
AWM
591
Activest Wealth Management
Florida
$2.47K -$1.57K -21 -40%
CT
592
Colonial Trust
South Carolina
$2.39K +$2.31K +31 New
HC
593
Hurley Capital
New York
$2.31K – – –
CTWM
594
Cherry Tree Wealth Management
Minnesota
$2.16K – – –
KG
595
Kilter Group
New York
$2.16K – – –
VWA
596
Valued Wealth Advisors
Utah
$2.16K +$970 +13 +87%
TCM
597
Triumph Capital Management
Colorado
$1.93K -$149 -2 -7%
GFA
598
Godfrey Financial Associates
New York
$1.93K – – –
ADL
599
Asset Dedication LLC
California
$1.54K -$970 -13 -39%
DPW
600
DiNuzzo Private Wealth
Pennsylvania
$1.54K -$149 -2 -9%
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