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Robert Half
RHI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
501
Vermillion & White Wealth Management Group
Pennsylvania
$2.7K – – –
DIP
502
DT Investment Partners
Pennsylvania
$2.62K – – –
WB
503
Webster Bank
Connecticut
$2.54K +$2.58K +32 New
PWMG
504
Prestige Wealth Management Group
New Jersey
$2.38K – – –
HFM
505
Hartford Financial Management
Connecticut
$2.3K – – –
SIC
506
SJS Investment Consulting
Ohio
$2.06K -$161 -2 -7%
SWM
507
Spire Wealth Management
Virginia
$1.98K – – –
FCA
508
FinTrust Capital Advisors
South Carolina
$1.82K – – –
FPF
509
First Pacific Financial
Washington
$1.82K +$564 +7 +44%
UB
510
UMB Bank
Missouri
$1.82K – – –
MCM
511
Manchester Capital Management
Vermont
$1.67K -$483 -6 -22%
PIM
512
Plato Investment Management
Australia
$1.67K – – –
PWMG
513
Private Wealth Management Group
New Jersey
$1.51K +$161 +2 +12%
BGAI
514
Bruce G. Allen Investments
Colorado
$1.51K +$1.53K +19 New
VWA
515
Valued Wealth Advisors
Utah
$1.44K +$806 +10 +125%
WPA
516
West Paces Advisors
Georgia
$1.35K -$322 -4 -19%
HCP
517
Hexagon Capital Partners
Arkansas
$1.35K – – –
IHWM
518
Iron Horse Wealth Management
Iowa
$1.35K – – –
FDCP
519
Foster Dykema Cabot & Partners
Massachusetts
$1.32K +$1.37K +17 New
MCM
520
MV Capital Management
Maryland
$1.27K – – –
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$1.19K – – –
CTA
522
Colonial Trust Advisors
South Carolina
$1.03K -$242 -3 -19%
W
523
WealthCollab
Washington
$1.03K – – –
AW
524
Avion Wealth
Texas
$1K -$483 -6 -46%
TFA
525
Transamerica Financial Advisors
Florida
$1K – – –
19 20
21
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