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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
601
Addison Advisors
Vermont
$1.51K +$1.71K +19 New
SEP
602
Signature Equity Partners
Ohio
$1.51K +$1.71K +19 New
WAS
603
Winch Advisory Services
Wisconsin
$1.43K – – –
CFM
604
Cornerstone Financial Management
Massachusetts
$1.43K +$1.61K +18 New
HIMS
605
Hager Investment Management Services
New Hampshire
$1.43K +$1.61K +18 New
PWA
606
Physician Wealth Advisors
Utah
$1.27K – – –
WB
607
Webster Bank
Connecticut
$1.27K – – –
CH
608
Cromwell Holdings
Wyoming
$1.27K +$718 +8 +100%
VWA
609
Valued Wealth Advisors
Utah
$1.2K +$179 +2 +15%
AA
610
Ancora Advisors
Ohio
$1.2K -$7.18K -80 -84%
AW
611
Ankerstar Wealth
Texas
$1.2K +$1.35K +15 New
RWM
612
Rialto Wealth Management
New York
$1.12K +$807 +9 +180%
RIAS
613
Rachor Investment Advisory Services
Michigan
$1.12K +$1.26K +14 New
BBHC
614
Brown Brothers Harriman & Co
New York
$1.04K -$16.3K -182 -93%
NEWAS
615
N.E.W. Advisory Services
Wisconsin
$1.04K – – –
CAL
616
Capital Advisors Ltd
Ohio
$1K – – –
AW
617
Avion Wealth
Texas
$1K +$1.26K +14 +350%
HIA
618
HFM Investment Advisors
New Jersey
$957 +$628 +7 +140%
BWL
619
Bogart Wealth LLC
Virginia
$956 +$718 +8 +200%
PMAM
620
Picton Mahoney Asset Management
Ontario, Canada
$876 -$830K -9,246 -100%
OP
621
ORG Partners
Indiana
$796 +$897 +10 New
RWS
622
Retirement Wealth Solutions
Wisconsin
$718 +$538 +6 +200%
CFD
623
Creative Financial Designs
Indiana
$717 – – –
ANBT
624
American National Bank & Trust
Texas
$717 +$807 +9 New
SC
625
Sawyer & Company
Massachusetts
$558 – – –
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