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Insight Enterprises
NSIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Clearstead Advisors
Ohio
$610 +$456 +5 New
CMA
302
Cedar Mountain Advisors
Oregon
$609 – – –
AW
303
Ankerstar Wealth
Texas
$609 +$456 +5 New
FGC
304
Financial Gravity Companies
Texas
$609 +$456 +5 New
GRP
305
Global Retirement Partners
California
$609 +$456 +5 New
WA
306
Westfuller Advisors
New York
$530 – – –
DPW
307
DiNuzzo Private Wealth
Pennsylvania
$488 – – –
HIA
308
HFM Investment Advisors
New Jersey
$488 +$365 +4 New
PWA
309
Physician Wealth Advisors
Utah
$488 +$365 +4 New
TWD
310
True Wealth Design
Ohio
$488 +$365 +4 New
LFG
311
Larson Financial Group
Missouri
$487 +$365 +4 New
SFG
312
Strive Financial Group
Indiana
$487 +$365 +4 New
APFP
313
Action Point Financial Planning
Michigan
$366 +$274 +3 New
JWM
314
JPL Wealth Management
Colorado
$366 +$274 +3 New
BGAI
315
Bruce G. Allen Investments
Colorado
$365 -$183 -2 -40%
CA
316
Continuum Advisory
Idaho
$365 +$274 +3 New
IAIM
317
International Assets Investment Management
Florida
$359 – – –
FFO
318
Fortitude Family Office
Arizona
$244 -$730 -8 -80%
AWM
319
Abound Wealth Management
Tennessee
$244 – – –
GFA
320
Godfrey Financial Associates
New York
$244 – – –
HFS
321
Hughes Financial Services
Virginia
$244 +$183 +2 New
EP
322
Essential Partners
California
$122 -$2.74K -30 -97%
SIC
323
SJS Investment Consulting
Ohio
$122 -$183 -2 -67%
LI
324
LRI Investments
Florida
$122 +$91 +1 New
MCM
325
MV Capital Management
Maryland
$122 +$91 +1 New
11 12
13
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