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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Raffa Wealth Management
District of Columbia
$2.03K – – –
CAL
502
Capital Advisors Ltd
Ohio
$2K – – –
CH
503
Cromwell Holdings
Wyoming
$1.84K – – –
FFO
504
Fortitude Family Office
Arizona
$1.84K – – –
AFG
505
Albion Financial Group
Utah
$1.29K – – –
RWM
506
Rialto Wealth Management
New York
$1.29K +$189 +1 +17%
CIAM
507
Caitong International Asset Management
Hong Kong
$1.29K +$1.32K +7 New
CCM
508
Cloud Capital Management
Washington
$1K +$1.7K +9 New
PWMG
509
Prestige Wealth Management Group
New Jersey
$921 – – –
GA
510
Guerra Advisors
Florida
$921 +$943 +5 New
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$896 +$755 +4 +36%
HFS
512
Hughes Financial Services
Virginia
$761 – – –
BI
513
Binnacle Investments
Iowa
$737 – – –
FMP
514
Financial Management Professionals
Texas
$737 – – –
SIC
515
SJS Investment Consulting
Ohio
$737 – – –
BHWM
516
Bay Harbor Wealth Management
Maryland
$736 +$189 +1 +33%
PWA
517
Physician Wealth Advisors
Utah
$553 +$566 +3 New
CFO
518
CVA Family Office
Colorado
$552 – – –
HIA
519
HFM Investment Advisors
New Jersey
$552 – – –
TIM
520
Tortoise Investment Management
New York
$552 +$189 +1 +50%
QWM
521
Quaker Wealth Management
New Jersey
$369 – – –
TFM
522
TFC Financial Management
Massachusetts
$185 – – –
TFA
523
Transamerica Financial Advisors
Florida
$184 +$189 +1 New
Norges Bank
524
Norges Bank
Norway
– -$191M -1,003,387 Closed
GIP
525
Granite Investment Partners
California
– -$19.1M -100,421 Closed