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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
701
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$108 +3 +6%
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$2.06K +$2.01K +56 New
GJIA
703
Glass Jacobson Investment Advisors
Maryland
$2.06K +$2.01K +56 New
GKIM
704
GW&K Investment Management
Massachusetts
$2K – – –
BFPW
705
BOK Financial Private Wealth
Colorado
$1.95K +$1.9K +53 New
SWA
706
SOA Wealth Advisors
New York
$1.76K +$36 +1 +2%
NC
707
NewSquare Capital
Pennsylvania
$1.73K +$1.69K +47 New
SIC
708
SJS Investment Consulting
Ohio
$1.47K -$251 -7 -15%
PWMG
709
Prestige Wealth Management Group
New Jersey
$1.36K – – –
FMP
710
Financial Management Professionals
Texas
$1.32K +$287 +8 +29%
RWM
711
Raffa Wealth Management
District of Columbia
$1.29K – – –
FWM
712
FLP Wealth Management
Arkansas
$1.19K +$1.15K +32 New
AW
713
Avion Wealth
Texas
$1K +$503 +14 +78%
MEG
714
Millstone Evans Group
Colorado
$993 +$969 +27 New
TWD
715
True Wealth Design
Ohio
$956 +$108 +3 +13%
CSWM
716
Cassady Schiller Wealth Management
Ohio
$919 +$898 +25 New
PWA
717
Physician Wealth Advisors
Utah
$883 +$862 +24 New
CFO
718
CVA Family Office
Colorado
$882 +$862 +24 New
MAS
719
MPWM Advisory Solutions
Georgia
$845 +$826 +23 New
RWM
720
Ruedi Wealth Management
Illinois
$772 – – –
CPG
721
Cornerstone Planning Group
New Jersey
$764 – – –
WCM
722
WealthTrak Capital Management
Virginia
$736 +$718 +20 New
TFM
723
TFC Financial Management
Massachusetts
$705 – – –
CAWM
724
Capital A Wealth Management
Pennsylvania
$662 +$646 +18 New
PWA
725
Principia Wealth Advisory
Texas
$515 +$503 +14 New
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