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SPHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
351
Princeton Global Asset Management
New Jersey
$1.88K – – –
SSG
352
Summit Securities Group
New York
$1.88K +$1.67K +16 New
BFS
353
Bare Financial Services
Pennsylvania
$1.76K – – –
AIM
354
Anchor Investment Management
South Carolina
$1.64K – – –
TPWA
355
Twin Peaks Wealth Advisors
California
$1.64K +$1.47K +14 New
RIL
356
Rothschild Investment LLC
Illinois
$1.53K – – –
VWM
357
Vermillion Wealth Management
Minnesota
$1.53K +$314 +3 +30%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$1.41K +$314 +3 +33%
BIA
359
Bell Investment Advisors
California
$1.29K – – –
S
360
Sachetta
Massachusetts
$1.24K – – –
SWM
361
SHP Wealth Management
Massachusetts
$1.17K – – –
BTI
362
Blue Trust Inc
Georgia
$1.17K +$1.05K +10 New
HWM
363
HighMark Wealth Management
Minnesota
$1.06K – – –
BWA
364
Basecamp Wealth Advisors
Washington
$939 -$105 -1 -11%
CFO
365
CVA Family Office
Colorado
$939 +$837 +8 New
RF
366
Rossby Financial
Florida
$839 +$732 +7 New
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$822 +$732 +7 New
BCPWM
368
Bradley & Co Private Wealth Management
Florida
$704 – – –
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$647 – – –
GJIA
370
Glass Jacobson Investment Advisors
Maryland
$587 -$837 -8 -62%
CFM
371
Cornerstone Financial Management
Massachusetts
$470 +$419 +4 New
GWM
372
Gilpin Wealth Management
Colorado
$470 +$419 +4 New
PWA
373
Physician Wealth Advisors
Utah
$353 – – –
CA
374
Clearstead Advisors
Ohio
$235 – – –
AW
375
Ankerstar Wealth
Texas
$235 +$209 +2 New
13 14
15
16 17