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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
326
MASECO Private Wealth
$2.13K +$2.25K +31 New
CAL
327
Capital Advisors Ltd
Ohio
$2K +$508 +7 +29%
MCM
328
MV Capital Management
Maryland
$1.92K -$73 -1 -3%
WA
329
Whipplewood Advisors
Colorado
$1.85K -$218 -3 -10%
T
330
Tidemark
California
$1.72K – – –
KG
331
Kilter Group
New York
$1.65K +$1.74K +24 New
FFO
332
Fortitude Family Office
Arizona
$1.44K +$1.52K +21 New
JGIA
333
Jackson Grant Investment Advisers
Connecticut
$1.37K – – –
BGAI
334
Bruce G. Allen Investments
Colorado
$1.24K – – –
NC
335
NewSquare Capital
Pennsylvania
$1.17K +$581 +8 +89%
CPG
336
Cornerstone Planning Group
New Jersey
$967 -$435 -6 -32%
S
337
Sachetta
Massachusetts
$961 -$2.18K -30 -68%
TWD
338
True Wealth Design
Ohio
$961 +$798 +11 +367%
BFS
339
Bare Financial Services
Pennsylvania
$960 – – –
SC
340
SouthState Corp
Florida
$824 -$5.52K -76 -86%
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$755 +$290 +4 +57%
ACA
342
Atlas Capital Advisors
Wyoming
$754 – – –
AAS
343
Ameritas Advisory Services
Nebraska
$686 +$726 +10 New
RWM
344
Rialto Wealth Management
New York
$686 +$726 +10 New
AA
345
Addison Advisors
Vermont
$618 -$726 -10 -53%
BC
346
Bayforest Capital
United Kingdom
$617 +$653 +9 New
Kayne Anderson Rudnick Investment Management
347
Kayne Anderson Rudnick Investment Management
California
$480 +$145 +2 +40%
FHA
348
First Horizon Advisors
Tennessee
$412 -$871 -12 -67%
SIC
349
SJS Investment Consulting
Ohio
$412 -$145 -2 -25%
CH
350
Cromwell Holdings
Wyoming
$412 – – –