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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Parkworth Wealth Management
California
$988 +$327 +2 +50%
PWA
752
Principia Wealth Advisory
Texas
$988 +$327 +2 +50%
TWD
753
True Wealth Design
Ohio
$988 +$817 +5 +500%
BI
754
Binnacle Investments
Iowa
$988 +$980 +6 New
BGAI
755
Bruce G. Allen Investments
Colorado
$823 -$163 -1 -17%
T
756
Transce3nd
Texas
$823 – – –
HFS
757
Hughes Financial Services
Virginia
$754 – – –
SC
758
Stephens Consulting
Michigan
$659 -$4.25K -26 -87%
KIM
759
Kestra Investment Management
Texas
$659 – – –
QWM
760
Quaker Wealth Management
New Jersey
$494 +$490 +3 New
DF
761
Dunhill Financial
United Kingdom
$441 +$327 +2 New
WOC
762
West Oak Capital
California
$300 +$327 +2 New
CPG
763
Cornerstone Planning Group
New Jersey
$298 +$327 +2 New
APW
764
Aventura Private Wealth
Florida
$165 – – –
WCM
765
WealthTrak Capital Management
Virginia
$165 – – –
ACA
766
American Capital Advisory
Idaho
$165 +$163 +1 New
TFM
767
TFC Financial Management
Massachusetts
$165 +$163 +1 New
TIM
768
Tortoise Investment Management
New York
$165 +$163 +1 New
CF
769
Corebridge Financial
Texas
– -$24.3M -159,126 Closed
RP
770
Reinhart Partners
Wisconsin
– -$22.1M -145,092 Closed
HAI
771
Hennessy Advisors Inc
California
– -$21.8M -142,600 Closed
KC
772
Kadensa Capital
Hong Kong
– -$13.9M -91,111 Closed
EAM
773
EFG Asset Management
Oregon
– -$4.91M -32,144 Closed
EI
774
EAM Investors
California
– -$4.09M -26,769 Closed
CWM
775
CIBC World Markets
New York
– -$3.41M -22,355 Closed
29 30
31
32 33