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ONTO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Crewe Advisors
Utah
$5.13K – – –
LWMI
527
Legacy Wealth Management (Idaho)
Idaho
$5.13K – – –
S
528
Sachetta
Massachusetts
$5.13K +$5.12K +25 New
KFAS
529
Keating Financial Advisory Services
Kansas
$4.92K +$1.43K +7 +41%
CCWM
530
Cassaday & Co Wealth Management
Virginia
$4.72K +$4.71K +23 New
CFD
531
Creative Financial Designs
Indiana
$4.1K – – –
SHIM
532
Stone House Investment Management
Pennsylvania
$4.1K +$4.09K +20 New
PWS
533
Peterson Wealth Services
Utah
$3.49K – – –
SS
534
Sunbelt Securities
Texas
$3.49K – – –
CPG
535
Cornerstone Planning Group
New Jersey
$3.35K +$614 +3 +38%
KFI
536
Key Financial Inc
Pennsylvania
$3.28K – – –
UFPG
537
United Financial Planning Group
New York
$3.28K +$3.27K +16 New
CA
538
Clearstead Advisors
Ohio
$2.67K -$179K -872 -99%
II
539
IFM Investors
Australia
$2.67K +$2.66K +13 New
CFM
540
Cornerstone Financial Management
Massachusetts
$2.26K +$614 +3 +38%
SC
541
SouthState Corp
Florida
$2.05K – – –
SFS
542
Sunrise Financial Services
Washington
$2.05K – – –
RIAS
543
Rachor Investment Advisory Services
Michigan
$1.85K – – –
W
544
WealthCollab
Washington
$1.85K – – –
RWM
545
Rialto Wealth Management
New York
$1.85K +$205 +1 +13%
CH
546
Cromwell Holdings
Wyoming
$1.85K +$614 +3 +50%
DPW
547
DiNuzzo Private Wealth
Pennsylvania
$1.64K – – –
CFB
548
Cullen/Frost Bankers
Texas
$1.44K – – –
BHWM
549
Bay Harbor Wealth Management
Maryland
$1.44K +$614 +3 +75%
WA
550
Whipplewood Advisors
Colorado
$1.44K +$1.43K +7 New
20 21
22
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