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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
Montag & Associates
Georgia
$3.74K +$3.45K +33 New
RF
902
Robinswood Financial
Washington
$3.73K -$2.62K -25 -44%
CWP
903
Clark Wealth Partners
Illinois
$3.71K – – –
CT
904
Colonial Trust
South Carolina
$3.62K – – –
AWM
905
Abound Wealth Management
Tennessee
$3.51K -$732 -7 -18%
BGAI
906
Bruce G. Allen Investments
Colorado
$3.51K -$628 -6 -16%
CYG
907
Clean Yield Group
Vermont
$3.28K – – –
HFS
908
Hughes Financial Services
Virginia
$3.18K – – –
RWM
909
Raffa Wealth Management
District of Columbia
$3.17K +$523 +5 +22%
TCB
910
Texas Capital Bancshares
Texas
$3.17K +$2.93K +28 New
SA
911
Strategic Advocates
Utah
$2.94K +$2.72K +26 New
OP
912
ORG Partners
Indiana
$2.94K +$1.36K +13 +100%
MAM
913
Marquette Asset Management
Minnesota
$2.72K +$2.51K +24 New
KFI
914
Key Financial Inc
Pennsylvania
$2.62K +$209 +2 +10%
RWS
915
Retirement Wealth Solutions
Wisconsin
$2.6K +$2.41K +23 New
ADL
916
Asset Dedication LLC
California
$2.38K – – –
DF
917
Dunhill Financial
United Kingdom
$2.27K +$105 +1 +5%
KG
918
Kilter Group
New York
$2.27K +$523 +5 +33%
GWP
919
Gen-Wealth Partners
Michigan
$2.26K – – –
HWA
920
Heartwood Wealth Advisors
Virginia
$2.26K +$2.09K +20 New
DPW
921
DiNuzzo Private Wealth
Pennsylvania
$1.83K – – –
SC
922
Stephens Consulting
Michigan
$1.7K +$628 +6 +67%
FC
923
Financial Consulate
Maryland
$1.7K +$1.57K +15 New
AF
924
Advisornet Financial
Minnesota
$1.7K – – –
PWA
925
Principia Wealth Advisory
Texas
$1.36K +$209 +2 +20%
35 36
37
38 39