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Name Holding Trade Value Shares
Change
Change in
Stake
LI
501
LRI Investments
Florida
$2.84K
RTL
502
Red Tortoise LLC
Georgia
$2.61K
AP
503
Aspect Partners
Virginia
$2.61K +$486 +4 +21%
BIA
504
Bell Investment Advisors
California
$2.39K +$486 +4 +24%
BWAM
505
Boyd Watterson Asset Management
Ohio
$2.04K
GKIM
506
GW&K Investment Management
Massachusetts
$2K +$608 +5 +38%
II
507
Inspire Investing
Idaho
$1.94K +$2.07K +17 New
AWM
508
Abound Wealth Management
Tennessee
$1.82K
FHA
509
Flagship Harbor Advisors
Massachusetts
$1.7K +$1.82K +15 New
LB
510
Legacy Bridge
Iowa
$1.59K +$1.7K +14 New
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$1.48K -$122 -1 -7%
RWM
512
Raffa Wealth Management
District of Columbia
$1.36K
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$1.14K
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$909 -$13K -107 -93%
SWM
515
Spire Wealth Management
Virginia
$909 -$122 -1 -11%
HHMI
516
Howard Hughes Medical Institute
Maryland
$909
TFM
517
TFC Financial Management
Massachusetts
$909
BHWM
518
Bay Harbor Wealth Management
Maryland
$908 +$122 +1 +14%
SC
519
SouthState Corp
Florida
$682 -$486 -4 -40%
KFAS
520
Keating Financial Advisory Services
Kansas
$682 +$730 +6 New
DF
521
Dunhill Financial
United Kingdom
$570 +$122 +1 +25%
HIA
522
HFM Investment Advisors
New Jersey
$569
CPG
523
Cornerstone Planning Group
New Jersey
$424 -$1.58K -13 -76%
TFA
524
Transamerica Financial Advisors
Florida
$341 -$730 -6 -67%
HI
525
Harbour Investments
Wisconsin
$341 -$122 -1 -25%