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NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
526
Cornerstone Financial Management
Massachusetts
$1.94K +$1.74K +28 New
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$1.88K – – –
MDA
528
Minot DeBlois Advisors
Massachusetts
$1.74K – – –
BWA
529
Basecamp Wealth Advisors
Washington
$1.67K +$1.49K +24 New
MAM
530
Marquette Asset Management
Minnesota
$1.6K -$1.49K -24 -51%
FHC
531
First Horizon Corporation
Tennessee
$1.6K – – –
PMAM
532
Picton Mahoney Asset Management
Ontario, Canada
$1.46K – – –
RWM
533
Rialto Wealth Management
New York
$1.46K +$186 +3 +17%
BWL
534
Bogart Wealth LLC
Virginia
$1.39K +$1.24K +20 New
OC
535
Optima Capital
Oregon
$1.32K +$1.18K +19 New
CH
536
Cromwell Holdings
Wyoming
$1.25K – – –
TSMHT
537
Thurston Springer Miller Herd & Titak
Indiana
$1.11K +$992 +16 New
CFO
538
CVA Family Office
Colorado
$972 – – –
IPS
539
Investors Portfolio Services
Washington
$941 +$868 +14 New
FMP
540
Financial Management Professionals
Texas
$833 – – –
RWM
541
Raffa Wealth Management
District of Columbia
$833 – – –
BHWM
542
Bay Harbor Wealth Management
Maryland
$833 +$124 +2 +20%
WETS
543
Wealth Enhancement Trust Services
South Dakota
$764 +$682 +11 New
HFS
544
Hughes Financial Services
Virginia
$694 – – –
HIA
545
HFM Investment Advisors
New Jersey
$625 – – –
PWA
546
Principia Wealth Advisory
Texas
$625 +$248 +4 +80%
SWM
547
SHP Wealth Management
Massachusetts
$486 +$434 +7 New
UFF
548
USA Financial Formulas
Michigan
$486 +$434 +7 New
CA
549
CoreCap Advisors
Michigan
$328 +$62 +1 +25%
PWAM
550
Private Wealth Asset Management
Iowa
$278 – – –
20 21
22
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