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Insight Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
301
Hantz Financial Services
Michigan
$2K +$2.29K +17 +1,700%
CA
302
CoreCap Advisors
Michigan
$1.93K
CAWM
303
Capital A Wealth Management
Pennsylvania
$1.77K +$1.35K +10 New
HNW
304
High Note Wealth
Minnesota
$1.52K -$1.35K -10 -48%
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$1.24K -$135 -1 -10%
BWL
306
Bogart Wealth LLC
Virginia
$1.24K
FFO
307
Fortitude Family Office
Arizona
$967 +$943 +7 New
SO
308
Sierra Ocean
California
$967 +$943 +7 New
TPWA
309
Twin Peaks Wealth Advisors
California
$900 +$943 +7 New
SS
310
SBI Securities
Japan
$829
SIC
311
SJS Investment Consulting
Ohio
$691 -$673 -5 -50%
RWM
312
Rialto Wealth Management
New York
$691 +$673 +5 New
LFG
313
Larson Financial Group
Missouri
$690 +$539 +4 +400%
FGC
314
Financial Gravity Companies
Texas
$690 +$673 +5 New
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$415 -$808 -6 -67%
PWA
316
Physician Wealth Advisors
Utah
$415
LIS
317
Legacy Investment Solutions
Idaho
$415 +$404 +3 New
AWM
318
Abound Wealth Management
Tennessee
$277
PWM
319
Parkworth Wealth Management
California
$276
HIA
320
HFM Investment Advisors
New Jersey
$276 +$135 +1 +100%
RCM
321
Raleigh Capital Management
North Carolina
$276 +$269 +2 New
SC
322
Stephens Consulting
Michigan
$139 -$1.21K -9 -90%
BHWM
323
Bay Harbor Wealth Management
Maryland
$138
VNIM
324
Vaughan Nelson Investment Management
Texas
-$29.1M -193,968 Closed
Nomura Holdings
325
Nomura Holdings
Japan
-$13.2M -88,076 Closed