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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
601
Richardson Financial Services
Massachusetts
$1.46K +$1.57K +60 New
CJ
602
Caitlin John
Michigan
$1.29K -$13.1K -500 -90%
NSIM
603
North Star Investment Management
Illinois
$1.04K +$1.13K +43 New
HFS
604
Hughes Financial Services
Virginia
$1.02K – – –
CAL
605
Capital Advisors Ltd
Ohio
$1K – – –
ACA
606
American Capital Advisory
Idaho
$996 -$262 -10 -20%
SC
607
SouthState Corp
Florida
$948 – – –
CFM
608
Cornerstone Financial Management
Massachusetts
$899 – – –
MCM
609
MV Capital Management
Maryland
$875 +$26 +1 +3%
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$874 – – –
TFM
611
TFC Financial Management
Massachusetts
$851 -$2.15K -82 -70%
PWMG
612
Private Wealth Management Group
New Jersey
$802 – – –
CIAM
613
Caitong International Asset Management
Hong Kong
$777 -$94.1K -3,598 -99%
HIA
614
HFM Investment Advisors
New Jersey
$777 -$105 -4 -11%
TCOT
615
Trust Company of Toledo
Ohio
$729 +$785 +30 New
FC
616
Financial Consulate
Maryland
$705 – – –
VWM
617
Vermillion Wealth Management
Minnesota
$680 +$732 +28 New
QWM
618
Quaker Wealth Management
New Jersey
$583 – – –
CCWM
619
Cassaday & Co Wealth Management
Virginia
$486 +$523 +20 New
PWA
620
Portus Wealth Advisors
North Carolina
$486 +$523 +20 New
BIA
621
Bell Investment Advisors
California
$462 +$497 +19 New
MFP
622
Meramec Financial Planners
Missouri
$375 – – –
WA
623
WestEnd Advisors
North Carolina
$364 – – –
TWM
624
TopTier Wealth Management
Wisconsin
$316 +$340 +13 New
NRG
625
Nemes Rush Group
Michigan
$267 – – –