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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
1001
Action Point Financial Planning
Michigan
$9.22K +$9.46K +66 New
OAJ
1002
Ogorek Anthony Joseph
New York
$9K – – –
A
1003
Allianz
Germany
$8.93K +$8.74K +61 New
GBT
1004
Grove Bank & Trust
Florida
$8.78K – – –
RWM
1005
Rialto Wealth Management
New York
$8.78K +$1.72K +12 +25%
JWM
1006
JPL Wealth Management
Colorado
$8.64K -$2.01K -14 -19%
LI
1007
LRI Investments
Florida
$8.2K +$1.72K +12 +27%
DF
1008
Dunhill Financial
United Kingdom
$7.63K +$3.58K +25 +93%
AEPWM
1009
Atlantic Edge Private Wealth Management
Florida
$7.32K – – –
OC
1010
Oakworth Capital
Alabama
$7.17K -$156K -1,091 -96%
RWM
1011
Raffa Wealth Management
District of Columbia
$7.17K +$1.72K +12 +32%
SWIM
1012
Smallwood Wealth Investment Management
New Jersey
$7.17K – – –
SC
1013
SouthState Corp
Florida
$7.03K +$573 +4 +9%
SSG
1014
Summit Securities Group
New York
$6.88K +$2.01K +14 +42%
S
1015
Sachetta
Massachusetts
$6.73K +$1.15K +8 +21%
IAS
1016
IMA Advisory Services
Colorado
$6.73K +$1.86K +13 +39%
BHWM
1017
Bay Harbor Wealth Management
Maryland
$6.59K -$143 -1 -2%
HFS
1018
Hughes Financial Services
Virginia
$6.59K +$1.72K +12 +36%
CFM
1019
Cornerstone Financial Management
Massachusetts
$6.44K – – –
CCWM
1020
Cassaday & Co Wealth Management
Virginia
$6.29K – – –
MSWM
1021
Mowery & Schoenfeld Wealth Management
Illinois
$6K – – –
JSAM
1022
J. Safra Asset Management
New York
$5.86K – – –
RF
1023
Rossby Financial
Florida
$5.56K -$81K -565 -94%
CTB
1024
Country Trust Bank
Illinois
$5.42K – – –
ADL
1025
Asset Dedication LLC
California
$5.27K +$2.15K +15 +71%
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