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TECH

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
526
New Covenant Trust Company
Indiana
$2.75K +$2.79K +39 New
VCM
527
Versant Capital Management
Arizona
$2.53K – – –
CWP
528
Concord Wealth Partners
Virginia
$2.39K +$2.43K +34 New
RWM
529
Raffa Wealth Management
District of Columbia
$2.25K – – –
BCMLT
530
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.25K +$2.29K +32 New
ADL
531
Asset Dedication LLC
California
$2K – – –
AW
532
Avion Wealth
Texas
$2K – – –
GKIM
533
GW&K Investment Management
Massachusetts
$2K +$215 +3 +14%
PA
534
Pineridge Advisors
Missouri
$1.83K -$13.8K -193 -88%
FG
535
Fairman Group
Pennsylvania
$1.69K – – –
PWMG
536
Prestige Wealth Management Group
New Jersey
$1.55K – – –
RFG
537
REAP Financial Group
Texas
$1.48K – – –
MA
538
Montag & Associates
Georgia
$1.38K +$1.43K +20 New
BGAI
539
Bruce G. Allen Investments
Colorado
$1.34K – – –
SIC
540
SJS Investment Consulting
Ohio
$1.2K +$143 +2 +13%
SIC
541
Salem Investment Counselors
North Carolina
$1.2K +$1.22K +17 New
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$1.13K +$215 +3 +23%
RS
543
Rakuten Securities
Japan
$1.06K +$358 +5 +50%
CAL
544
Capital Advisors Ltd
Ohio
$1K +$572 +8 New
CWC
545
Carolinas Wealth Consulting
North Carolina
$977 +$1K +14 New
WPA
546
West Paces Advisors
Georgia
$845 -$8.73K -122 -91%
TIM
547
Tortoise Investment Management
New York
$845 +$859 +12 New
DF
548
Dunhill Financial
United Kingdom
$819 +$143 +2 +20%
A
549
AlphaQuest
New York
$634 +$644 +9 New
LSA
550
Leonteq Securities AG
Switzerland
$422 – – –
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