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Bio-Techne
TECH

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
551
Bay Harbor Wealth Management
Maryland
$1.36K +$840 +14 +117%
PWA
552
Portus Wealth Advisors
North Carolina
$1.31K +$1.5K +25 New
GSEP
553
Golden State Equity Partners
California
$1.31K +$1.5K +25 New
ADL
554
Asset Dedication LLC
California
$1.25K – – –
AIS
555
Advocate Investing Services
Maryland
$1.25K – – –
SIM
556
Synergy Investment Management
Florida
$1.1K +$1.26K +21 New
IWP
557
IAG Wealth Partners
Wisconsin
$1.04K – – –
PWA
558
Principia Wealth Advisory
Texas
$1.04K +$480 +8 +67%
TSMHT
559
Thurston Springer Miller Herd & Titak
Indiana
$1.04K – – –
AFG
560
Albion Financial Group
Utah
$941 +$1.08K +18 New
CTC
561
Central Trust Company
Missouri
$941 +$1.08K +18 New
SFS
562
Sunrise Financial Services
Washington
$888 – – –
IWS
563
Intentional Wealth Strategies
Colorado
$888 +$1.02K +17 New
RWM
564
Rialto Wealth Management
New York
$837 -$180 -3 -16%
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$837 – – –
EP
566
Essential Partners
California
$732 +$840 +14 New
CFG
567
Clayton Financial Group
Missouri
$523 – – –
HWP
568
Highline Wealth Partners
California
$523 +$600 +10 New
TFA
569
Transamerica Financial Advisors
Florida
$522 -$60 -1 -9%
HIA
570
HFM Investment Advisors
New Jersey
$470 +$180 +3 +50%
SWM
571
SHP Wealth Management
Massachusetts
$470 +$540 +9 New
RF
572
Rossby Financial
Florida
$374 +$300 +5 +250%
QWM
573
Quaker Wealth Management
New Jersey
$366 -$180 -3 -30%
WA
574
WestEnd Advisors
North Carolina
$366 – – –
LSA
575
Leonteq Securities AG
Switzerland
$314 – – –
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