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Robert Half

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
501
Harbor Investment Advisory
Maryland
$3K +$2.58K +33 New
RWM
502
Raffa Wealth Management
District of Columbia
$2.14K +$860 +11 +65%
PTC
503
Private Trust Company
Ohio
$2K -$73.1K -935 -98%
DI
504
Disciplined Investments
Oklahoma
$2K -$78 -1 -5%
BWM
505
BerganKDV Wealth Management
Minnesota
$2K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$2K – – –
SFO
507
Standard Family Office
South Dakota
$2K +$2.03K +26 New
SWA
508
Sutton Wealth Advisors
Florida
$1.99K – – –
CAL
509
Capital Advisors Ltd
Ohio
$1K -$469 -6 -33%
HR
510
Howe & Rusling
New York
$1K -$313 -4 -24%
CA
511
Centerpoint Advisors
Massachusetts
$1K – – –
EBA
512
Eagle Bay Advisors
New York
$1K – – –
MCF Advisors
513
MCF Advisors
Kentucky
$1K – – –
TFA
514
Transamerica Financial Advisors
Florida
$1K – – –
Bogart Wealth LLC
515
Bogart Wealth LLC
Virginia
$1K +$704 +9 New
SSB
516
Sandy Spring Bank
Maryland
$1K +$704 +9 New
Brown Brothers Harriman & Co
517
Brown Brothers Harriman & Co
New York
$1K +$938 +12 +200%
SIC
518
SJS Investment Consulting
Ohio
$1K +$1.25K +16 New
MFT
519
Moisand Fitzgerald Tamayo
Florida
$1K +$1.41K +18 New
WPA
520
West Paces Advisors
Georgia
$995 – – –
AWM
521
Abound Wealth Management
Tennessee
$616 +$625 +8 New
WIM
522
Westside Investment Management
California
$4 – – –
Jupiter Asset Management
523
Jupiter Asset Management
United Kingdom
– -$32.7M -436,329 Closed
TimesSquare Capital Management
524
TimesSquare Capital Management
New York
– -$30.8M -411,200 Closed
Wedge Capital Management
525
Wedge Capital Management
North Carolina
– -$27.4M -366,120 Closed