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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Rialto Wealth Management
New York
$6.25K +$2.48K +21 +68%
USB
1002
Union Savings Bank
Connecticut
$6.25K – – –
CB
1003
CNB Bank
Pennsylvania
$6.01K – – –
CIAS
1004
CBIZ Investment Advisory Services
Ohio
$5.89K – – –
CCMI
1005
Creative Capital Management Investments
California
$5.89K +$5.78K +49 New
BH
1006
Burk Holdings
Oklahoma
$5.77K – – –
TM
1007
Torren Management
California
$5.53K – – –
SEP
1008
Signature Equity Partners
Ohio
$5.41K -$590 -5 -10%
BW
1009
Bravera Wealth
North Dakota
$5.41K -$1.89K -16 -26%
JGIA
1010
Jackson Grant Investment Advisers
Connecticut
$5.41K – – –
HHGA
1011
Halbert Hargrove Global Advisors
California
$5.32K +$118 +1 +2%
TC
1012
Truvestments Capital
Florida
$4.98K -$6.14K -52 -56%
NFSG
1013
Newbridge Financial Services Group
Florida
$4.82K +$4.72K +40 New
SHIM
1014
Stone House Investment Management
Pennsylvania
$4.68K – – –
UFPG
1015
United Financial Planning Group
New York
$4.68K – – –
MEG
1016
Millstone Evans Group
Colorado
$4.68K +$1.65K +14 +56%
Kayne Anderson Rudnick Investment Management
1017
Kayne Anderson Rudnick Investment Management
California
$4.26K +$1.89K +16 +84%
PWA
1018
Principia Wealth Advisory
Texas
$4.2K -$354 -3 -8%
HFS
1019
Hughes Financial Services
Virginia
$4.2K +$2.6K +22 +169%
OC
1020
Oakworth Capital
Alabama
$4.08K – – –
NWM
1021
Nova Wealth Management
Florida
$4.08K +$4.01K +34 New
SRCM
1022
Signature Resources Capital Management
California
$3.96K – – –
HEIP
1023
Hudson Edge Investment Partners
New Jersey
$3.96K +$3.89K +33 New
KG
1024
Kilter Group
New York
$3.84K -$2.12K -18 -36%
HIA
1025
HFM Investment Advisors
New Jersey
$3.84K +$1.89K +16 +100%