Name Holding Trade Value Shares
Change
Change in
Stake
DPW
451
DiNuzzo Private Wealth
Pennsylvania
$2.06K – – –
PMAM
452
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
RS
453
Rakuten Securities
Japan
$1.89K +$1.8K +10 New
S
454
Sachetta
Massachusetts
$1.7K – – –
MCM
455
Manchester Capital Management
Vermont
$1.51K – – –
RWM
456
Rialto Wealth Management
New York
$1.51K +$180 +1 +14%
BHWM
457
Beaird Harris Wealth Management
Texas
$1.51K +$361 +2 +33%
HNB
458
Huntington National Bank
Ohio
$1.51K – – –
PWMG
459
Prestige Wealth Management Group
New Jersey
$1.13K – – –
AW
460
Avion Wealth
Texas
$1K – – –
CH
461
Cromwell Holdings
Wyoming
$944 – – –
TIM
462
Tortoise Investment Management
New York
$943 +$361 +2 +67%
IWM
463
IMG Wealth Management
Florida
$943 +$902 +5 New
CFD
464
Creative Financial Designs
Indiana
$755 – – –
CFO
465
CVA Family Office
Colorado
$755 – – –
HIA
466
HFM Investment Advisors
New Jersey
$755 – – –
BHWM
467
Bay Harbor Wealth Management
Maryland
$754 +$180 +1 +33%
HFS
468
Hughes Financial Services
Virginia
$678 – – –
DF
469
DecisionPoint Financial
Arizona
$570 – – –
HWP
470
Highline Wealth Partners
California
$566 – – –
BWL
471
Bogart Wealth LLC
Virginia
$566 +$541 +3 New
ACA
472
American Capital Advisory
Idaho
$378 – – –
LFG
473
Larson Financial Group
Missouri
$305 +$180 +1 +100%
TFM
474
TFC Financial Management
Massachusetts
$189 – – –
RCM
475
Raleigh Capital Management
North Carolina
$38 – – –