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CCC Intelligent Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
326
First Command Advisory Services
Texas
$898 -$2.64K -534 -75%
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$805 -$20 -4 -3%
PWMG
328
Private Wealth Management Group
New Jersey
$785 +$252 +51 +50%
TFA
329
Transamerica Financial Advisors
Florida
$748 +$480 +97 +202%
CH
330
Cromwell Holdings
Wyoming
$485 +$326 +66 +236%
PS
331
Planning Strategies
Pennsylvania
$341 +$326 +66 New
BWL
332
Bogart Wealth LLC
Virginia
$304 – – –
KG
333
Kilter Group
New York
$300 -$346 -70 -55%
APFP
334
Action Point Financial Planning
Michigan
$284 +$277 +56 New
UB
335
UMB Bank
Missouri
$263 -$2.6K -525 -91%
QL
336
Quarry LP
New York
$258 +$247 +50 New
CCMI
337
Creative Capital Management Investments
California
$217 +$208 +42 New
CFM
338
Cornerstone Financial Management
Massachusetts
$191 – – –
SS
339
SBI Securities
Japan
$160 – – –
SC
340
SouthState Corp
Florida
$155 – – –
MCM
341
MV Capital Management
Maryland
$129 -$1.52K -308 -92%
PMFA
342
Plante Moran Financial Advisors
Michigan
$119 +$114 +23 New
CFO
343
CVA Family Office
Colorado
$98 -$895 -181 -91%
SGFG
344
Silver Grove Financial Group
New York
$77 +$74 +15 New
HIA
345
HFM Investment Advisors
New Jersey
$57 +$54 +11 New
LI
346
LRI Investments
Florida
$46 -$3.75K -759 -99%
PWA
347
Principia Wealth Advisory
Texas
$36 -$89 -18 -72%
DF
348
DecisionPoint Financial
Arizona
$33 -$153 -31 -84%
KFAS
349
Keating Financial Advisory Services
Kansas
$31 -$1.25K -253 -98%
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$21 -$15 -3 -43%