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Name Holding Trade Value Shares
Change
Change in
Stake
RIAS
451
Rachor Investment Advisory Services
Michigan
$292 – – –
AWM
452
Aberdeen Wealth Management
Illinois
$246 +$275 +12 New
SHIM
453
Stone House Investment Management
Pennsylvania
$226 – – –
JWA
454
JFS Wealth Advisors
Pennsylvania
$226 +$252 +11 New
TTIC
455
Tower Trust & Investment Company
Iowa
$205 – – –
CCMI
456
Creative Capital Management Investments
California
$205 +$229 +10 New
FIM
457
FWL Investment Management
Texas
$205 +$229 +10 New
VERPA
458
Virginia Estate & Retirement Planning Advisors
Virginia
$205 +$229 +10 New
AWM
459
Abound Wealth Management
Tennessee
$165 – – –
DCM
460
Davis Capital Management
Florida
$164 +$183 +8 New
CPG
461
Cornerstone Planning Group
New Jersey
$130 -$23 -1 -13%
NS
462
NBC Securities
Alabama
$124 – – –
RWM
463
Rialto Wealth Management
New York
$124 +$137 +6 New
MWA
464
Medallion Wealth Advisors
Connecticut
$122 – – –
CFO
465
CVA Family Office
Colorado
$103 +$114 +5 New
HIA
466
HFM Investment Advisors
New Jersey
$103 +$114 +5 New
AWM
467
Activest Wealth Management
Florida
$82 – – –
CJ
468
Caitlin John
Michigan
$82 – – –
LI
469
LRI Investments
Florida
$41 +$46 +2 New
LSA
470
Leonteq Securities AG
Switzerland
$21 – – –
MWPCG
471
Measured Wealth Private Client Group
New Hampshire
$21 – – –
DF
472
DecisionPoint Financial
Arizona
$21 +$23 +1 New
WP
473
Woodline Partners
California
– -$21.1M -958,764 Closed
Massachusetts Financial Services
474
Massachusetts Financial Services
Massachusetts
– -$20.9M -947,322 Closed
TCM
475
Turas Capital Management
Massachusetts
– -$16.2M -736,800 Closed