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TDS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
301
Valued Wealth Advisors
Utah
$5.92K +$6.75K +160 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$5.7K – – –
PWMG
303
Prestige Wealth Management Group
New Jersey
$5.55K +$464 +11 +8%
QL
304
Quarry LP
New York
$5.37K +$3.63K +86 +146%
TM
305
Torren Management
California
$5.18K – – –
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$4.48K +$843 +20 +20%
ZBNA
307
Zions Bancorporation, National Association
Utah
$4.22K +$4.81K +114 New
CTB
308
Country Trust Bank
Illinois
$3.33K – – –
JWA
309
JFS Wealth Advisors
Pennsylvania
$3.29K +$253 +6 +7%
SGFG
310
Silver Grove Financial Group
New York
$3.15K +$3.58K +85 New
FAM
311
Fulcrum Asset Management
United Kingdom
$3.03K +$3.37K +80 New
FFO
312
Fortitude Family Office
Arizona
$3K -$801 -19 -19%
AT
313
Arlington Trust
Alabama
$2.59K – – –
RWM
314
RMG Wealth Management
Wisconsin
$2.52K +$3.2K +76 New
CFO
315
CVA Family Office
Colorado
$2.44K -$3.5K -83 -56%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2.22K – – –
HHCP
317
Hilton Head Capital Partners
South Carolina
$2.11K – – –
MCM
318
Manchester Capital Management
Vermont
$2K – – –
GRP
319
Global Retirement Partners
California
$1.96K +$2.23K +53 New
BLC
320
Brown, Lisle/Cummings
Rhode Island
$1.81K -$295 -7 -13%
APFP
321
Action Point Financial Planning
Michigan
$1.63K +$1.9K +45 New
BTI
322
Blue Trust Inc
Georgia
$1.52K -$2.19K -52 -56%
PWA
323
Physician Wealth Advisors
Utah
$1.44K +$1.64K +39 New
CCMI
324
Creative Capital Management Investments
California
$1.26K +$1.43K +34 New
KG
325
Kilter Group
New York
$1.19K – – –
11 12
13
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