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Name Holding Trade Value Shares
Change
Change in
Stake
TM
426
Torren Management
California
$740 -$859 -14 -48%
CH
427
Cromwell Holdings
Wyoming
$511 -$552 -9 -47%
APFP
428
Action Point Financial Planning
Michigan
$455 +$552 +9 New
OAG
429
Oakmont Advisory Group
New Mexico
$404 +$491 +8 New
DPW
430
DiNuzzo Private Wealth
Pennsylvania
$304 -$307 -5 -45%
HIA
431
HFM Investment Advisors
New Jersey
$304 +$184 +3 +100%
VWA
432
Valued Wealth Advisors
Utah
$256 – – –
MCM
433
MV Capital Management
Maryland
$203 -$5.46K -89 -96%
FFO
434
Fortitude Family Office
Arizona
$202 -$1.29K -21 -84%
HI
435
Horizon Investments
North Carolina
$202 -$245 -4 -50%
SWM
436
SHP Wealth Management
Massachusetts
$189 -$123 -2 -33%
BHWM
437
Bay Harbor Wealth Management
Maryland
$152 -$552 -9 -75%
DF
438
DecisionPoint Financial
Arizona
$103 +$123 +2 New
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$101 – – –
RS
440
Rakuten Securities
Japan
$101 +$61 +1 +100%
FGC
441
Financial Gravity Companies
Texas
$101 +$123 +2 New
HHGA
442
Halbert Hargrove Global Advisors
California
$78 +$123 +2 New
HFS
443
Hughes Financial Services
Virginia
$51 -$61 -1 -50%
RWM
444
Rialto Wealth Management
New York
$51 – – –
MCA
445
Maryland Capital Advisors
Maryland
$51 +$61 +1 New
PS
446
Planning Strategies
Pennsylvania
$51 +$61 +1 New
RJA
447
Ross\Johnson & Associates
Minnesota
$51 +$61 +1 New
AT
448
Arbejdsmarkedets Tillaegspension
– -$23.1M -354,383 Closed
WHG
449
Westwood Holdings Group
Texas
– -$16.2M -248,417 Closed
WP
450
Woodline Partners
California
– -$15.2M -233,043 Closed