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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
776
Bruce G. Allen Investments
Colorado
$2.89K -$1.74K -23 -36%
MSWM
777
Mowery & Schoenfeld Wealth Management
Illinois
$2.89K -$454 -6 -13%
PWMG
778
Private Wealth Management Group
New Jersey
$2.89K – – –
CTB
779
Country Trust Bank
Illinois
$2.6K +$2.8K +37 New
GWM
780
Geneos Wealth Management
Colorado
$2.53K +$2.72K +36 New
SIC
781
SJS Investment Consulting
Ohio
$2.46K -$151 -2 -5%
WCM
782
WealthTrak Capital Management
Virginia
$2.33K -$1.14K -15 -31%
CT
783
Colonial Trust
South Carolina
$2.25K – – –
CYG
784
Clean Yield Group
Vermont
$2.04K – – –
CA
785
Continuum Advisory
Idaho
$1.9K -$3.56K -47 -64%
RWM
786
Raffa Wealth Management
District of Columbia
$1.62K -$3.41K -45 -66%
ADL
787
Asset Dedication LLC
California
$1.48K – – –
KFI
788
Key Financial Inc
Pennsylvania
$1.48K – – –
RWM
789
Rialto Wealth Management
New York
$1.41K +$1.51K +20 New
PWA
790
Principia Wealth Advisory
Texas
$1.35K +$1.14K +15 +300%
PPC
791
Park Place Capital
Alabama
$1.27K -$1.89K -25 -58%
OCM
792
Osterweis Capital Management
California
$1.06K +$1.14K +15 New
HFS
793
Hughes Financial Services
Virginia
$1.02K +$1.06K +14 New
CPG
794
Cornerstone Planning Group
New Jersey
$999 +$1.14K +15 New
DPW
795
DiNuzzo Private Wealth
Pennsylvania
$916 -$984 -13 -50%
GFPC
796
Global Financial Private Client
Florida
$915 +$984 +13 New
PWAM
797
Private Wealth Asset Management
Iowa
$915 +$984 +13 New
CWP
798
Clark Wealth Partners
Illinois
$845 -$1.15M -15,254 -100%
HWA
799
HHM Wealth Advisors
Tennessee
$775 – – –
WWM
800
Wolff Wiese Magana
California
$705 – – –
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