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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Centricity Wealth Management
Ohio
$13.8K – – –
FFO
727
Fortitude Family Office
Arizona
$13.4K – – –
MBFW
728
Morton Brown Family Wealth
Pennsylvania
$12.7K +$76 +1 +0.6%
CTC
729
Cetera Trust Company
Minnesota
$12.5K – – –
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
GSWM
731
Golden State Wealth Management
California
$11.8K – – –
JWA
732
JFS Wealth Advisors
Pennsylvania
$11.1K +$151 +2 +1%
RA
733
Rise Advisors
New York
$11.1K +$12K +158 New
HBW
734
Hazlett, Burt & Watson
West Virginia
$11K – – –
FMP
735
Financial Management Professionals
Texas
$10.8K – – –
NC
736
NewSquare Capital
Pennsylvania
$10.6K +$11K +145 +2,417%
RCM
737
Raleigh Capital Management
North Carolina
$10.3K -$14.8K -196 -57%
BIA
738
Bell Investment Advisors
California
$10.2K +$1.14K +15 +12%
EAM
739
Eukles Asset Management
Ohio
$10.2K – – –
MCM
740
Manchester Capital Management
Vermont
$9.72K +$4.77K +63 +84%
SC
741
SouthState Corp
Florida
$9.22K +$9.91K +131 New
OA
742
Operose Advisors
Wisconsin
$9.15K – – –
SIS
743
Sound Income Strategies
Florida
$8.38K – – –
CFO
744
CVA Family Office
Colorado
$8.24K +$530 +7 +6%
ACM
745
Accent Capital Management
Ohio
$8.17K +$8.78K +116 New
CA
746
Crewe Advisors
Utah
$8.1K – – –
OAJ
747
Ogorek Anthony Joseph
New York
$8K +$8.63K +114 New
VWA
748
Valued Wealth Advisors
Utah
$7.84K -$2.12K -28 -20%
PSFG
749
Park Square Financial Group
Georgia
$7.46K -$2.5K -33 -24%
HIA
750
Harbor Investment Advisory
Maryland
$7.25K – – –
28 29
30
31 32