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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
451
Stone House Investment Management
Pennsylvania
$2.35K – – –
SWM
452
SHP Wealth Management
Massachusetts
$2.17K – – –
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$901 -30 -29%
MCM
454
Manchester Capital Management
Vermont
$1.62K – – –
AF
455
Advisornet Financial
Minnesota
$1.51K – – –
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K – – –
CPG
457
Cornerstone Planning Group
New Jersey
$1.2K +$1.08K +36 New
PMFA
458
Plante Moran Financial Advisors
Michigan
$1.15K +$1.32K +44 New
SC
459
SouthState Corp
Florida
$1.12K – – –
BWL
460
Bogart Wealth LLC
Virginia
$1.12K +$571 +19 +79%
CCMI
461
Creative Capital Management Investments
California
$1.1K +$1.26K +42 New
GWM
462
Gilpin Wealth Management
Colorado
$966 – – –
MNA
463
Manning & Napier Advisors
New York
$941 +$1.08K +36 New
IAIM
464
International Assets Investment Management
Florida
$926 -$15K -500 -93%
AW
465
Ankerstar Wealth
Texas
$887 – – –
VWM
466
Vermillion Wealth Management
Minnesota
$838 -$240 -8 -20%
BIM
467
Breakwater Investment Management
Washington
$836 +$961 +32 New
WA
468
WPG Advisers
Maryland
$809 – – –
RF
469
Rossby Financial
Florida
$783 +$270 +9 +43%
WETS
470
Wealth Enhancement Trust Services
South Dakota
$783 +$901 +30 New
TPCW
471
TD Private Client Wealth
New York
$757 +$871 +29 New
CH
472
Cromwell Holdings
Wyoming
$600 – – –
RWS
473
Retirement Wealth Solutions
Wisconsin
$575 -$30 -1 -4%
BHWM
474
Bay Harbor Wealth Management
Maryland
$574 +$541 +18 +450%
IBOK
475
Independence Bank of Kentucky
Kentucky
$548 -$377K -12,542 -100%
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