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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
476
Bangor Savings Bank
Maine
$2.77K +$3.04K +21 New
SAG
477
SageView Advisory Group
California
$2.77K +$3.04K +21 New
JWA
478
JFS Wealth Advisors
Pennsylvania
$2.51K -$1.45K -10 -34%
BWL
479
Bogart Wealth LLC
Virginia
$2.51K – – –
RF
480
Rossby Financial
Florida
$2.37K -$148K -1,020 -98%
AFG
481
Albion Financial Group
Utah
$2.24K – – –
CFM
482
Cornerstone Financial Management
Massachusetts
$2.24K +$2.46K +17 New
GFA
483
Godfrey Financial Associates
New York
$2.11K +$2.32K +16 New
AG
484
AmeriFlex Group
Nevada
$1.98K -$2.17K -15 -50%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$1.85K – – –
AA
486
Ancora Advisors
Ohio
$1.72K – – –
SWM
487
SHP Wealth Management
Massachusetts
$1.72K +$1.88K +13 New
AIM
488
Anchor Investment Management
South Carolina
$1.58K – – –
W
489
WealthCollab
Washington
$1.32K – – –
HHCP
490
Hilton Head Capital Partners
South Carolina
$1.32K +$1.45K +10 New
RWM
491
Raffa Wealth Management
District of Columbia
$1.19K – – –
IW
492
Imprint Wealth
South Carolina
$1.05K -$2.61K -18 -69%
PP
493
Pacifica Partners
Canada
$1.01K +$1.16K +8 New
TPCW
494
TD Private Client Wealth
New York
$925 +$1.01K +7 New
GWP
495
Gen-Wealth Partners
Michigan
$923 – – –
SWP
496
Strategic Wealth Partners
Ohio
$923 – – –
BFS
497
Bare Financial Services
Pennsylvania
$791 -$4.63K -32 -84%
AAG
498
Armstrong Advisory Group
Massachusetts
$528 – – –
BWM
499
Bullock Wealth Management
Indiana
$528 – – –
BLC
500
Brown, Lisle/Cummings
Rhode Island
$396 – – –
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