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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
501
Lummis Asset Management
Texas
$1.2K +$1.09K +12 New
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$1.1K – – –
RIL
503
Rothschild Investment LLC
Illinois
$1.1K – – –
WETS
504
Wealth Enhancement Trust Services
South Dakota
$1.1K – – –
ACA
505
American Capital Advisory
Idaho
$1.1K +$634 +7 +175%
SSG
506
Summit Securities Group
New York
$1.1K +$996 +11 New
HIA
507
HFM Investment Advisors
New Jersey
$1K +$453 +5 +100%
CAL
508
Capital Advisors Ltd
Ohio
$1K – – –
CI
509
CX Institutional
Indiana
$1K – – –
KFA
510
Kelleher Financial Advisors
New York
$901 – – –
MIM
511
Marshall Investment Management
Colorado
$901 +$815 +9 New
PWA
512
Physician Wealth Advisors
Utah
$801 – – –
RWM
513
Rialto Wealth Management
New York
$801 +$181 +2 +33%
CWP
514
Concord Wealth Partners
Virginia
$700 +$634 +7 New
JWM
515
JPL Wealth Management
Colorado
$501 – – –
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$500 – – –
PS
517
Planning Strategies
Pennsylvania
$500 +$453 +5 New
TC
518
Truvestments Capital
Florida
$500 +$453 +5 New
FMP
519
Financial Management Professionals
Texas
$400 – – –
PWA
520
Principia Wealth Advisory
Texas
$400 +$91 +1 +33%
LI
521
LRI Investments
Florida
$400 +$362 +4 New
PMFA
522
Plante Moran Financial Advisors
Michigan
$400 +$362 +4 New
AWM
523
Abound Wealth Management
Tennessee
$301 +$272 +3 New
AWM
524
Activest Wealth Management
Florida
$200 -$2.81K -31 -94%
DF
525
DecisionPoint Financial
Arizona
$197 +$181 +2 New