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Applied Industrial Technologies
AIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$2.56K -$227 -1 -8%
BWL
502
Bogart Wealth LLC
Virginia
$2.33K -$455 -2 -17%
SAM
503
Smartleaf Asset Management
Massachusetts
$2.32K -$18.9K -83 -89%
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$2.09K – – –
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$2.09K – – –
FFO
506
Fortitude Family Office
Arizona
$2.09K +$2.05K +9 New
RWM
507
Rialto Wealth Management
New York
$1.86K -$455 -2 -20%
CH
508
Cromwell Holdings
Wyoming
$1.86K +$1.82K +8 New
RAM
509
Riggs Asset Management
Pennsylvania
$1.86K +$1.82K +8 New
CAWM
510
Capital A Wealth Management
Pennsylvania
$1.73K +$2.27K +10 New
WWM
511
Wolff Wiese Magana
California
$1.63K -$2.96K -13 -65%
CFFP
512
Center for Financial Planning
Michigan
$1.63K – – –
WB
513
Webster Bank
Connecticut
$1.63K +$1.59K +7 New
TWD
514
True Wealth Design
Ohio
$1.4K -$227 -1 -14%
CFB
515
Cullen/Frost Bankers
Texas
$1.4K – – –
PPC
516
Park Place Capital
Alabama
$1.21K – – –
SIC
517
SJS Investment Consulting
Ohio
$1.16K -$682 -3 -38%
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$1.16K +$1.14K +5 New
GWM
519
Geneos Wealth Management
Colorado
$930 +$910 +4 New
KG
520
Kilter Group
New York
$930 +$910 +4 New
RCM
521
Raleigh Capital Management
North Carolina
$700 +$682 +3 New
SC
522
Stephens Consulting
Michigan
$698 -$2.73K -12 -80%
SC
523
SouthState Corp
Florida
$698 – – –
PWA
524
Physician Wealth Advisors
Utah
$698 +$682 +3 New
SS
525
SBI Securities
Japan
$697 -$31.2K -137 -98%
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