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SPHR

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