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Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Optima Capital
Oregon
$1.4K +$1.3K +30 New
RWS
502
Retirement Wealth Solutions
Wisconsin
$1.36K +$216 +5 +21%
SC
503
SouthState Corp
Florida
$1.31K – – –
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$1.12K -$130 -3 -11%
HFS
505
Hughes Financial Services
Virginia
$1.03K +$951 +22 New
AW
506
Avion Wealth
Texas
$1K – – –
CH
507
Cromwell Holdings
Wyoming
$842 – – –
RWM
508
Rialto Wealth Management
New York
$796 +$476 +11 +183%
FHC
509
First Horizon Corporation
Tennessee
$748 +$692 +16 New
NRG
510
Nemes Rush Group
Michigan
$748 +$692 +16 New
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$655 – – –
BHWM
512
Bay Harbor Wealth Management
Maryland
$608 +$173 +4 +44%
BWL
513
Bogart Wealth LLC
Virginia
$608 +$562 +13 New
FCAS
514
First Command Advisory Services
Texas
$515 – – –
MMCM
515
Murphy & Mullick Capital Management
New York
$421 +$389 +9 New
HIA
516
HFM Investment Advisors
New Jersey
$375 – – –
CFB
517
Cullen/Frost Bankers
Texas
$374 +$346 +8 New
MCM
518
Manchester Capital Management
Vermont
$234 -$130 -3 -38%
FMP
519
Financial Management Professionals
Texas
$187 +$173 +4 New
DF
520
Dunhill Financial
United Kingdom
$156 +$130 +3 New
Toronto Dominion Bank
521
Toronto Dominion Bank
Ontario, Canada
$54 +$43 +1 New
MCM
522
MV Capital Management
Maryland
$47 – – –
RCM
523
Raleigh Capital Management
North Carolina
$19 – – –
BCMIO
524
Beacon Capital Management Inc (Ohio)
Ohio
$10 +$43 +1 New
FMI
525
Fiduciary Management Inc
Wisconsin
– -$152M -3,633,725 Closed