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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$1K
CI
502
CX Institutional
Indiana
$1K +$931 +23 New
CTA
503
Colonial Trust Advisors
South Carolina
$901
RWM
504
Rialto Wealth Management
New York
$900
MB
505
MidFirst Bank
Oklahoma
$900 +$1.01K +25 New
SC
506
SouthState Corp
Florida
$756
CH
507
Cromwell Holdings
Wyoming
$720
CIAM
508
Caitong International Asset Management
Hong Kong
$720 +$810 +20 New
SWM
509
SHP Wealth Management
Massachusetts
$720 +$810 +20 New
CB
510
CNB Bank
Pennsylvania
$684
HFS
511
Hughes Financial Services
Virginia
$684
OC
512
Optima Capital
Oregon
$684 +$769 +19 New
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$504
JWA
514
JFS Wealth Advisors
Pennsylvania
$504 +$202 +5 +56%
RIL
515
Rothschild Investment LLC
Illinois
$468 -$42.3K -1,045 -99%
MCM
516
MV Capital Management
Maryland
$324
QWM
517
Quaker Wealth Management
New Jersey
$324
UFPG
518
United Financial Planning Group
New York
$288 +$324 +8 New
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$180 +$81 +2 +67%
NRG
520
Nemes Rush Group
Michigan
$180 +$202 +5 New
DF
521
Dunhill Financial
United Kingdom
$160 +$162 +4 New
BHWM
522
Bay Harbor Wealth Management
Maryland
$143 +$40 +1 +33%
PWA
523
Principia Wealth Advisory
Texas
$108
PWAM
524
Private Wealth Asset Management
Iowa
$108
HIA
525
HFM Investment Advisors
New Jersey
$72