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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
1026
Altshuler Shaham
Israel
$4.39K +$287 +2 +7%
CYG
1027
Clean Yield Group
Vermont
$4.25K – – –
HNW
1028
High Note Wealth
Minnesota
$4.25K +$1.29K +9 +45%
KG
1029
Kilter Group
New York
$3.95K +$860 +6 +29%
WB
1030
Webster Bank
Connecticut
$3.95K +$3.87K +27 New
HPC
1031
HM Payson & Co
Maine
$3.07K -$38.4K -268 -93%
DPW
1032
DiNuzzo Private Wealth
Pennsylvania
$3.07K – – –
KFI
1033
Key Financial Inc
Pennsylvania
$3.07K – – –
CCMI
1034
Creative Capital Management Investments
California
$3.07K +$3.01K +21 New
BF
1035
BOK Financial
Oklahoma
$2.93K -$34.5K -241 -92%
GWP
1036
Gen-Wealth Partners
Michigan
$2.93K – – –
PWA
1037
Physician Wealth Advisors
Utah
$2.93K +$573 +4 +25%
HIA
1038
HFM Investment Advisors
New Jersey
$2.78K +$1.29K +9 +90%
SEP
1039
Signature Equity Partners
Ohio
$2.64K -$1.72K -12 -40%
BGAI
1040
Bruce G. Allen Investments
Colorado
$2.63K -$1.43K -10 -36%
CA
1041
Crewe Advisors
Utah
$2.63K +$2.58K +18 New
PS
1042
Planning Strategies
Pennsylvania
$2.63K +$2.58K +18 New
FC
1043
Financial Consulate
Maryland
$2.34K -$6.3K -44 -73%
BWL
1044
Bogart Wealth LLC
Virginia
$2.2K -$1K -7 -32%
EWM
1045
Evolution Wealth Management
Florida
$2.05K +$2.01K +14 New
RS
1046
Rakuten Securities
Japan
$1.9K -$7.16K -50 -79%
MWM
1047
Mascoma Wealth Management
New Hampshire
$1.76K – – –
TM
1048
Torren Management
California
$1.67K – – –
PWMG
1049
Prestige Wealth Management Group
New Jersey
$1.61K – – –
1CP
1050
1015 Capital Partners
Pennsylvania
$1.61K – – –
40 41
42
43 44