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RBRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
551
Planning Strategies
Pennsylvania
$963 +$755 +12 New
CPG
552
Cornerstone Planning Group
New Jersey
$737 +$126 +2 +25%
SC
553
SouthState Corp
Florida
$643 -$126 -2 -20%
DPW
554
DiNuzzo Private Wealth
Pennsylvania
$643 +$440 +7 +700%
BIA
555
Bell Investment Advisors
California
$562 -$126 -2 -22%
BHWM
556
Bay Harbor Wealth Management
Maryland
$562 +$189 +3 +75%
HFS
557
Hughes Financial Services
Virginia
$562 +$189 +3 +75%
PWA
558
Principia Wealth Advisory
Texas
$562 +$189 +3 +75%
SWM
559
SHP Wealth Management
Massachusetts
$562 +$252 +4 +133%
QWM
560
Quaker Wealth Management
New Jersey
$562 +$377 +6 +600%
HIA
561
HFM Investment Advisors
New Jersey
$562 +$440 +7 New
PFBT
562
Parkside Financial Bank & Trust
Missouri
$482 -$1.07K -17 -74%
SEP
563
Signature Equity Partners
Ohio
$482 +$377 +6 New
EC
564
Elequin Capital
New York
$401 -$3.27K -52 -91%
CCMI
565
Creative Capital Management Investments
California
$401 +$314 +5 New
LI
566
LRI Investments
Florida
$321 +$252 +4 New
HNB
567
Huntington National Bank
Ohio
$241 +$126 +2 +200%
DF
568
Downshift Financial
Colorado
$241 +$189 +3 New
PMFA
569
Plante Moran Financial Advisors
Michigan
$241 +$189 +3 New
GFA
570
Godfrey Financial Associates
New York
$161 – – –
MCM
571
Manchester Capital Management
Vermont
$161 – – –
MWA
572
Medallion Wealth Advisors
Connecticut
$161 +$126 +2 New
DF
573
DecisionPoint Financial
Arizona
$83 +$63 +1 New
MWPCG
574
Measured Wealth Private Client Group
New Hampshire
$45 – – –
GC
575
Greenvale Capital
United Kingdom
– -$49.9M -1,020,000 Closed
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