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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
476
Larson Financial Group
Missouri
$1.27K +$1.32K +29 New
GI
477
Gradient Investments
Minnesota
$1.14K – – –
MIM
478
Macroview Investment Management
Maryland
$1.09K – – –
FMP
479
Financial Management Professionals
Texas
$1K +$91 +2 +11%
DPW
480
DiNuzzo Private Wealth
Pennsylvania
$879 +$913 +20 New
WT
481
Whittier Trust
California
$878 -$37.4K -820 -98%
S
482
Sachetta
Massachusetts
$835 +$867 +19 New
RCM
483
Raleigh Capital Management
North Carolina
$784 +$228 +5 +38%
PWA
484
Provenance Wealth Advisors
Florida
$747 -$46 -1 -6%
CCM
485
Chilton Capital Management
Texas
$484 +$502 +11 New
TWP
486
TFO Wealth Partners
Ohio
$439 – – –
FGAM
487
Financial Gravity Asset Management
Texas
$415 +$456 +10 New
RS
488
Rakuten Securities
Japan
$351 +$365 +8 New
TWD
489
True Wealth Design
Ohio
$264 +$91 +2 +50%
VWA
490
Valued Wealth Advisors
Utah
$239 +$228 +5 New
IA
491
IFP Advisors
Florida
$220 -$3.51K -77 -94%
CPG
492
Cornerstone Planning Group
New Jersey
$220 – – –
TH
493
TCTC Holdings
Texas
$220 – – –
MCM
494
Manchester Capital Management
Vermont
$220 +$228 +5 New
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132 +$137 +3 New
HNB
496
Huntington National Bank
Ohio
$44 – – –
MCM
497
MV Capital Management
Maryland
$44 +$46 +1 New
DWM
498
Dogwood Wealth Management
Kansas
$2 – – –
ACG
499
Aventail Capital Group
New York
– -$57.1M -1,200,000 Closed
PCM
500
Patient Capital Management
Maryland
– -$34.8M -730,990 Closed