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Manhattan Associates
MANH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
SHP Wealth Management
Massachusetts
$3.06K +$551 +4 +22%
SWP
452
Strategic Wealth Partners
Ohio
$2.79K +$2.76K +20 New
BWA
453
Basecamp Wealth Advisors
Washington
$2.65K -$8.27K -60 -76%
CFO
454
CVA Family Office
Colorado
$2.51K -$7.72K -56 -76%
CFB
455
Cullen/Frost Bankers
Texas
$2.44K -$276 -2 -10%
PPC
456
Park Place Capital
Alabama
$2.37K -$827 -6 -26%
JWA
457
JFS Wealth Advisors
Pennsylvania
$2.23K -$276 -2 -11%
AW
458
Avion Wealth
Texas
$2K -$689 -5 -23%
APFP
459
Action Point Financial Planning
Michigan
$1.95K +$2.07K +15 New
FFO
460
Fortitude Family Office
Arizona
$1.67K -$276 -2 -14%
CH
461
Cromwell Holdings
Wyoming
$1.67K – – –
FHC
462
First Horizon Corporation
Tennessee
$1.53K -$551 -4 -27%
RWM
463
Rialto Wealth Management
New York
$1.53K +$827 +6 +120%
KG
464
Kilter Group
New York
$1.53K +$1.1K +8 +267%
W
465
WealthCollab
Washington
$1.39K -$12.3K -89 -90%
PWA
466
Principia Wealth Advisory
Texas
$1.39K +$827 +6 +150%
MAM
467
Marquette Asset Management
Minnesota
$1.25K -$9.09K -66 -88%
LI
468
LRI Investments
Florida
$1.25K -$3.31K -24 -73%
DF
469
Dunhill Financial
United Kingdom
$1.25K -$138 -1 -10%
MAS
470
MPWM Advisory Solutions
Georgia
$1.25K – – –
TCM
471
TD Capital Management
Tennessee
$1.25K – – –
SNB
472
Security National Bank
Nebraska
$1.11K – – –
BFS
473
Bare Financial Services
Pennsylvania
$1.11K +$1.1K +8 New
CA
474
Continuum Advisory
Idaho
$1.11K +$1.1K +8 New
CPG
475
Cornerstone Planning Group
New Jersey
$1.04K -$138 -1 -13%
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19
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