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Vale
VALE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
SHP Wealth Management
Massachusetts
$3.18K +$3.12K +200 New
PFBT
527
Parkside Financial Bank & Trust
Missouri
$2.99K – – –
NECFA
528
New England Capital Financial Advisors
Connecticut
$2.79K +$2.73K +175 New
MAS
529
MPWM Advisory Solutions
Georgia
$2.75K – – –
SWA
530
SOA Wealth Advisors
New York
$2.71K – – –
SGK
531
Steigerwald Gordon & Koch
Virginia
$2.07K +$2.03K +130 New
CCMI
532
Creative Capital Management Investments
California
$1.99K +$1.95K +125 New
SIS
533
Sound Income Strategies
Florida
$1.97K -$2.22K -142 -54%
WSA
534
Wealth Science Advisors
Georgia
$1.97K +$2.36K +151 New
VCM
535
Versant Capital Management
Arizona
$1.72K +$1.69K +108 New
RWM
536
Raffa Wealth Management
District of Columbia
$1.69K – – –
DRP
537
Decker Retirement Planning
Utah
$1.59K +$1.56K +100 New
TFA
538
Toth Financial Advisory
Virginia
$1.59K +$1.56K +100 New
NP
539
Ninepoint Partners
Ontario, Canada
$1.57K -$2.01K -129 -57%
CFM
540
Cornerstone Financial Management
Massachusetts
$1.34K +$515 +33 +65%
RFP
541
Root Financial Partners
California
$1.18K +$874 +56 +311%
HCM
542
Hollencrest Capital Management
California
$1.1K – – –
WA
543
Whipplewood Advisors
Colorado
$1.1K +$1.08K +69 New
NWS
544
Nvest Wealth Strategies
Ohio
$939 +$921 +59 New
NIG
545
NFJ Investment Group
Texas
$875 – – –
PTC
546
Private Trust Company
Ohio
$631 – – –
AAG
547
Accordant Advisory Group
Maryland
$573 – – –
AF
548
Align Financial
Minnesota
$509 +$500 +32 New
AWM
549
Abound Wealth Management
Tennessee
$478 – – –
NSIM
550
North Star Investment Management
Illinois
$477 +$468 +30 New
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