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WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
$1.15K -$24.1K -327 -95%
BGAI
477
Bruce G. Allen Investments
Colorado
$1.08K -$74 -1 -6%
BWM
478
Bullock Wealth Management
Indiana
$1.03K -$148 -2 -13%
CB
479
Centennial Bank
Arkansas
$1.01K – – –
JWA
480
JFS Wealth Advisors
Pennsylvania
$938 +$221 +3 +30%
EW
481
Elyxium Wealth
California
$938 +$960 +13 New
LFG
482
Larson Financial Group
Missouri
$894 +$886 +12 New
WWA
483
Wealth Watch Advisors
Colorado
$866 – – –
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$866 +$886 +12 New
TM
485
Torren Management
California
$815 +$812 +11 New
WT
486
Whittier Trust
California
$791 +$738 +10 New
WFA
487
West Financial Advisors
Iowa
$722 – – –
RWM
488
Raffa Wealth Management
District of Columbia
$721 – – –
SAM
489
Smartleaf Asset Management
Massachusetts
$650 -$221 -3 -25%
CT
490
Coastline Trust
Rhode Island
$649 – – –
CTWM
491
Cherry Tree Wealth Management
Minnesota
$578 – – –
S
492
Sachetta
Massachusetts
$505 -$1.11K -15 -68%
FFO
493
Fortitude Family Office
Arizona
$505 -$1.03K -14 -67%
ECA
494
Elevated Capital Advisors
Utah
$505 +$517 +7 New
HHCP
495
Hilton Head Capital Partners
South Carolina
$505 +$517 +7 New
KFAS
496
Keating Financial Advisory Services
Kansas
$505 +$517 +7 New
B
497
Bayban
Minnesota
$433 +$443 +6 New
CPG
498
Cornerstone Planning Group
New Jersey
$404 +$369 +5 New
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$361 – – –
TFA
500
Transamerica Financial Advisors
Florida
$361 +$221 +3 +150%
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