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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
701
DT Investment Partners
Pennsylvania
$1.79K – – –
RWS
702
Retirement Wealth Solutions
Wisconsin
$1.79K +$141 +10 +9%
CFM
703
Cornerstone Financial Management
Massachusetts
$1.79K +$1.76K +125 New
RS
704
Rakuten Securities
Japan
$1.68K -$15K -1,062 -90%
TPBG
705
Turning Point Benefit Group
Maryland
$1.63K +$1.41K +100 +714%
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$1.57K – – –
RWM
707
Rialto Wealth Management
New York
$1.56K +$127 +9 +9%
PP
708
Paladin Partners
Wisconsin
$1.43K +$1.41K +100 New
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32K -$1.4K -99 -52%
FC
710
Financial Consulate
Maryland
$1.32K +$705 +50 +119%
AIM
711
Anchor Investment Management
South Carolina
$1.29K – – –
SEP
712
Signature Equity Partners
Ohio
$1.21K +$1.18K +84 New
AW
713
Ankerstar Wealth
Texas
$1.19K +$1.17K +83 New
AW
714
Avion Wealth
Texas
$1K – – –
TFGT
715
TS Financial Group (TSFG)
Illinois
$1K – – –
MCA
716
McGuire Capital Advisors
Oklahoma
$961 +$944 +67 New
SIC
717
SJS Investment Consulting
Ohio
$919 +$592 +42 +191%
DPW
718
DiNuzzo Private Wealth
Pennsylvania
$918 -$113 -8 -11%
CC
719
Centiva Capital
New York
$846 +$832 +59 New
EWP
720
Elevation Wealth Partners
California
$810 – – –
BHWM
721
Bay Harbor Wealth Management
Maryland
$645 +$70 +5 +13%
WWM
722
Wolff Wiese Magana
California
$574 – – –
DF
723
Dunhill Financial
United Kingdom
$557 +$324 +23 +144%
WWA
724
Wealth Watch Advisors
Colorado
$531 – – –
CPG
725
Cornerstone Planning Group
New Jersey
$501 +$127 +9 +38%