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USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
626
DiNuzzo Private Wealth
Pennsylvania
$4.43K – – –
PWA
627
Provenance Wealth Advisors
Florida
$4.33K – – –
RDFA
628
Ritter Daniher Financial Advisory
Ohio
$4.24K – – –
NSIM
629
North Star Investment Management
Illinois
$4.24K +$1.15K +13 +39%
SL
630
Salomon & Ludwin
Virginia
$3.78K – – –
KG
631
Kilter Group
New York
$3.6K +$797 +9 +30%
RWM
632
RMG Wealth Management
Wisconsin
$3.43K +$3.63K +41 New
BHWM
633
Bay Harbor Wealth Management
Maryland
$3.41K +$1.06K +12 +48%
TM
634
Torren Management
California
$3.32K -$21.8K -246 -87%
PWMG
635
Private Wealth Management Group
New Jersey
$2.95K – – –
SEP
636
Signature Equity Partners
Ohio
$2.95K – – –
SS
637
Sunbelt Securities
Texas
$2.95K – – –
SWM
638
Spire Wealth Management
Virginia
$2.86K -$1.24K -14 -31%
CH
639
Cromwell Holdings
Wyoming
$2.86K – – –
JFA
640
JNBA Financial Advisors
Minnesota
$2.49K – – –
MB
641
MidFirst Bank
Oklahoma
$2.4K -$254K -2,870 -99%
SC
642
SouthState Corp
Florida
$2.4K +$443 +5 +24%
DF
643
Dunhill Financial
United Kingdom
$2.38K +$1.77K +20 +400%
FC
644
Financial Consulate
Maryland
$2.31K – – –
FG
645
Fairman Group
Pennsylvania
$2.21K – – –
GSWM
646
Golden State Wealth Management
California
$2.21K – – –
AWM
647
Abound Wealth Management
Tennessee
$2.06K +$1.95K +22 New
NEWAS
648
N.E.W. Advisory Services
Wisconsin
$2.03K – – –
PWA
649
Principia Wealth Advisory
Texas
$2.03K +$177 +2 +10%
APW
650
Aventura Private Wealth
Florida
$1.94K – – –
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