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Arrowhead Research
ARWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
476
Zions Bancorporation, National Association
Utah
$1.39K -$1.63K -22 -56%
FC
477
Financial Consulate
Maryland
$1.22K – – –
APFP
478
Action Point Financial Planning
Michigan
$1.22K +$1.18K +16 New
EP
479
Essential Partners
California
$1.06K – – –
TWD
480
True Wealth Design
Ohio
$979 – – –
DPW
481
DiNuzzo Private Wealth
Pennsylvania
$979 +$886 +12 New
SC
482
SouthState Corp
Florida
$816 +$739 +10 New
TCM
483
TD Capital Management
Tennessee
$734 – – –
CCMI
484
Creative Capital Management Investments
California
$734 +$665 +9 New
HIA
485
HFM Investment Advisors
New Jersey
$734 +$665 +9 New
BIA
486
Bell Investment Advisors
California
$653 – – –
SIC
487
SJS Investment Consulting
Ohio
$653 +$591 +8 New
NSIM
488
North Star Investment Management
Illinois
$571 +$517 +7 New
RWM
489
Rialto Wealth Management
New York
$571 +$517 +7 New
HFS
490
Hughes Financial Services
Virginia
$489 +$148 +2 +50%
BHWM
491
Bay Harbor Wealth Management
Maryland
$489 +$443 +6 New
SWM
492
SHP Wealth Management
Massachusetts
$326 +$148 +2 +100%
M
493
MOTCO
Texas
$326 +$295 +4 New
MCM
494
Manchester Capital Management
Vermont
$164 +$148 +2 New
HNB
495
Huntington National Bank
Ohio
$163 +$148 +2 New
DF
496
Dunhill Financial
United Kingdom
$112 – – –
AWM
497
Activest Wealth Management
Florida
$82 +$74 +1 New
RWM
498
Raffa Wealth Management
District of Columbia
$82 +$74 +1 New
DF
499
DecisionPoint Financial
Arizona
$81 +$74 +1 New
RI
500
RTW Investments
New York
– -$36.7M -585,682 Closed
18 19
20
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