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Insight Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$1.93K – – –
CAWM
302
Capital A Wealth Management
Pennsylvania
$1.77K +$1.35K +10 New
HNW
303
High Note Wealth
Minnesota
$1.52K -$1.35K -10 -48%
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$1.24K -$135 -1 -10%
BWL
305
Bogart Wealth LLC
Virginia
$1.24K – – –
FFO
306
Fortitude Family Office
Arizona
$967 +$943 +7 New
SO
307
Sierra Ocean
California
$967 +$943 +7 New
TPWA
308
Twin Peaks Wealth Advisors
California
$900 +$943 +7 New
SS
309
SBI Securities
Japan
$829 – – –
SIC
310
SJS Investment Consulting
Ohio
$691 -$673 -5 -50%
RWM
311
Rialto Wealth Management
New York
$691 +$673 +5 New
LFG
312
Larson Financial Group
Missouri
$690 +$539 +4 +400%
FGC
313
Financial Gravity Companies
Texas
$690 +$673 +5 New
LWMI
314
Legacy Wealth Management (Idaho)
Idaho
$415 -$808 -6 -67%
PWA
315
Physician Wealth Advisors
Utah
$415 – – –
LIS
316
Legacy Investment Solutions
Idaho
$415 +$404 +3 New
AWM
317
Abound Wealth Management
Tennessee
$277 – – –
PWM
318
Parkworth Wealth Management
California
$276 – – –
HIA
319
HFM Investment Advisors
New Jersey
$276 +$135 +1 +100%
RCM
320
Raleigh Capital Management
North Carolina
$276 +$269 +2 New
SC
321
Stephens Consulting
Michigan
$139 -$1.21K -9 -90%
BHWM
322
Bay Harbor Wealth Management
Maryland
$138 – – –
VNIM
323
Vaughan Nelson Investment Management
Texas
– -$29.1M -193,968 Closed
Nomura Holdings
324
Nomura Holdings
Japan
– -$13.2M -88,076 Closed
1M
325
13D Management
New York
– -$7.36M -49,043 Closed