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CCC

CCC Intelligent Solutions
CCC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
326
American Capital Advisory
Idaho
$708 +$553 +68 +324%
QWM
327
Quaker Wealth Management
New Jersey
$692 +$708 +87 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$501 -$350 -43 -41%
BWL
329
Bogart Wealth LLC
Virginia
$469 – – –
MCM
330
MV Capital Management
Maryland
$398 +$293 +36 +257%
UFPG
331
United Financial Planning Group
New York
$398 +$407 +50 New
TWD
332
True Wealth Design
Ohio
$390 +$366 +45 +1,125%
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$350 +$358 +44 New
DF
334
DecisionPoint Financial
Arizona
$295 – – –
CFM
335
Cornerstone Financial Management
Massachusetts
$294 +$301 +37 New
TFA
336
Transamerica Financial Advisors
Florida
$254 +$260 +32 New
SS
337
SBI Securities
Japan
$246 -$49 -6 -16%
NRG
338
Nemes Rush Group
Michigan
$239 +$244 +30 New
CH
339
Cromwell Holdings
Wyoming
$223 – – –
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$128 -$106 -13 -45%
DF
341
Dunhill Financial
United Kingdom
$126 +$130 +16 New
FHA
342
Flagship Harbor Advisors
Massachusetts
$95 +$98 +12 New
OC
343
Optima Capital
Oregon
$95 +$98 +12 New
HIA
344
HFM Investment Advisors
New Jersey
$64 -$24 -3 -27%
BHWM
345
Bay Harbor Wealth Management
Maryland
$63 -$16 -2 -20%
PMFA
346
Plante Moran Financial Advisors
Michigan
$56 +$57 +7 New
AI
347
Advent International
Massachusetts
– -$340M -37,342,526 Closed
RC
348
Rivulet Capital
New Jersey
– -$55.4M -6,084,995 Closed
JFG
349
Jefferies Financial Group
New York
– -$41.5M -4,551,258 Closed
CCPM
350
Cooper Creek Partners Management
New York
– -$38M -4,168,480 Closed
12 13
14
15 16