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Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Avion Wealth
Texas
$1K – – –
CAL
502
Capital Advisors Ltd
Ohio
$1K – – –
CI
503
CX Institutional
Indiana
$1K +$931 +23 New
CTA
504
Colonial Trust Advisors
South Carolina
$901 – – –
RWM
505
Rialto Wealth Management
New York
$900 – – –
MB
506
MidFirst Bank
Oklahoma
$900 +$1.01K +25 New
SC
507
SouthState Corp
Florida
$756 – – –
CH
508
Cromwell Holdings
Wyoming
$720 – – –
CIAM
509
Caitong International Asset Management
Hong Kong
$720 +$810 +20 New
SWM
510
SHP Wealth Management
Massachusetts
$720 +$810 +20 New
CB
511
CNB Bank
Pennsylvania
$684 – – –
HFS
512
Hughes Financial Services
Virginia
$684 – – –
OC
513
Optima Capital
Oregon
$684 +$769 +19 New
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$504 – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$504 +$202 +5 +56%
RIL
516
Rothschild Investment LLC
Illinois
$468 -$42.3K -1,045 -99%
MCM
517
MV Capital Management
Maryland
$324 – – –
QWM
518
Quaker Wealth Management
New Jersey
$324 – – –
UFPG
519
United Financial Planning Group
New York
$288 +$324 +8 New
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$180 +$81 +2 +67%
NRG
521
Nemes Rush Group
Michigan
$180 +$202 +5 New
DF
522
Dunhill Financial
United Kingdom
$160 +$162 +4 New
BHWM
523
Bay Harbor Wealth Management
Maryland
$143 +$40 +1 +33%
PWA
524
Principia Wealth Advisory
Texas
$108 – – –
PWAM
525
Private Wealth Asset Management
Iowa
$108 – – –