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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
676
Westside Investment Management
California
$5.04K +$4.92K +33 New
HWP
677
Highline Wealth Partners
California
$4.88K +$4.77K +32 New
SC
678
Stephens Consulting
Michigan
$4.58K +$4.47K +30 New
HC
679
Hurley Capital
New York
$4.58K – – –
CT
680
Clearstead Trust
Maine
$4.43K +$4.32K +29 New
SIC
681
SJS Investment Consulting
Ohio
$4.12K +$298 +2 +8%
VWWMG
682
Vermillion & White Wealth Management Group
Pennsylvania
$4.12K +$4.03K +27 New
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$3.97K – – –
NEWAS
684
N.E.W. Advisory Services
Wisconsin
$3.97K +$3.88K +26 New
AEPWM
685
Atlantic Edge Private Wealth Management
Florida
$3.82K – – –
RWM
686
Raffa Wealth Management
District of Columbia
$3.66K – – –
TPCW
687
TD Private Client Wealth
New York
$3.51K +$3.43K +23 New
GFPC
688
Global Financial Private Client
Florida
$3.36K +$2.24K +15 +214%
HI
689
Horizon Investments
North Carolina
$3.21K – – –
LFG
690
Larson Financial Group
Missouri
$3.05K +$2.68K +18 +900%
WAS
691
Winch Advisory Services
Wisconsin
$2.75K – – –
BBPWM
692
Blue Bell Private Wealth Management
Pennsylvania
$2.6K -$74.1K -497 -97%
CFO
693
CVA Family Office
Colorado
$2.44K – – –
GSWM
694
Golden State Wealth Management
California
$2.29K +$2.24K +15 New
CAL
695
Capital Advisors Ltd
Ohio
$2K – – –
PMAM
696
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
ADL
697
Asset Dedication LLC
California
$1.99K – – –
PWA
698
Physician Wealth Advisors
Utah
$1.83K +$1.79K +12 New
PWAM
699
Private Wealth Asset Management
Iowa
$1.83K +$1.79K +12 New
OP
700
ORG Partners
Indiana
$1.71K +$1.64K +11 New
26 27
28
29 30