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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
SJS Investment Consulting
Ohio
$1K +$274 +2 +40%
JFG
527
JDM Financial Group
Texas
$1K +$960 +7 New
AW
528
Avion Wealth
Texas
$1K – – –
BHWM
529
Bay Harbor Wealth Management
Maryland
$1K +$274 +2 +40%
FMP
530
Financial Management Professionals
Texas
$858 – – –
Kayne Anderson Rudnick Investment Management
531
Kayne Anderson Rudnick Investment Management
California
$858 – – –
WA
532
Whipplewood Advisors
Colorado
$715 +$686 +5 New
TWD
533
True Wealth Design
Ohio
$572 -$823 -6 -60%
BC
534
Bayforest Capital
United Kingdom
$572 – – –
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$572 – – –
HFS
536
Hughes Financial Services
Virginia
$572 +$274 +2 +100%
VWM
537
Vermillion Wealth Management
Minnesota
$572 +$549 +4 New
WA
538
Westfuller Advisors
New York
$550 -$549 -4 -50%
HIA
539
HFM Investment Advisors
New Jersey
$429 – – –
MHR
540
Matthew Hamilton Rosenberg
$429 – – –
KG
541
Kilter Group
New York
$286 +$274 +2 New
TWM
542
TopTier Wealth Management
Wisconsin
$286 +$274 +2 New
TFA
543
Transamerica Financial Advisors
Florida
$285 – – –
DF
544
Dunhill Financial
United Kingdom
$174 – – –
BCWM
545
Bartlett & Co Wealth Management
Ohio
$147 +$137 +1 New
CIAM
546
Caitong International Asset Management
Hong Kong
$143 -$70.2K -512 -100%
ACA
547
American Capital Advisory
Idaho
$143 – – –
VWA
548
Valued Wealth Advisors
Utah
$143 – – –
AWM
549
Activest Wealth Management
Florida
$143 +$137 +1 New
CW
550
Curio Wealth
Maryland
$143 +$137 +1 New