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CCC

CCC Intelligent Solutions
CCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$606 -$550 -84 -45%
SPIA
352
Steward Partners Investment Advisory
New York
$510 -$1.64K -251 -75%
QWM
353
Quaker Wealth Management
New Jersey
$474 -$52 -8 -9%
BWL
354
Bogart Wealth LLC
Virginia
$354 – – –
CCWM
355
Cassaday & Co Wealth Management
Virginia
$354 +$386 +59 New
OCWP
356
Owl Creek Wealth Partners
Colorado
$300 +$328 +50 New
TFA
357
Transamerica Financial Advisors
Florida
$288 +$105 +16 +50%
CFM
358
Cornerstone Financial Management
Massachusetts
$222 – – –
DF
359
DecisionPoint Financial
Arizona
$222 – – –
SS
360
SBI Securities
Japan
$186 – – –
SC
361
SouthState Corp
Florida
$180 +$197 +30 New
CH
362
Cromwell Holdings
Wyoming
$168 – – –
PWA
363
Principia Wealth Advisory
Texas
$150 -$1.43K -219 -90%
TPWA
364
Twin Peaks Wealth Advisors
California
$144 +$157 +24 New
ACA
365
American Capital Advisory
Idaho
$120 -$452 -69 -78%
SFS
366
Sunrise Financial Services
Washington
$108 +$118 +18 New
DF
367
Dunhill Financial
United Kingdom
$95 -$7 -1 -6%
BTI
368
Blue Trust Inc
Georgia
$93 -$753 -115 -88%
HFS
369
Hughes Financial Services
Virginia
$72 +$79 +12 New
BHWM
370
Bay Harbor Wealth Management
Maryland
$60 +$13 +2 +25%
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$42 -$59 -9 -56%
JWA
372
JFS Wealth Advisors
Pennsylvania
$18 -$393 -60 -95%
RWM
373
Raffa Wealth Management
District of Columbia
$18 +$20 +3 New
CW
374
Curio Wealth
Maryland
$12 +$13 +2 New
RWM
375
Rialto Wealth Management
New York
$6 +$7 +1 New
13 14
15
16 17