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Name Holding Trade Value Shares
Change
Change in
Stake
VF
651
VitalStone Financial
Texas
$999 – – –
RF
652
Robinswood Financial
Washington
$886 – – –
CFFP
653
Center for Financial Planning
Michigan
$820 – – –
CPG
654
Cornerstone Planning Group
New Jersey
$817 +$388 +27 +53%
HI
655
Hoey Investments
Pennsylvania
$792 – – –
TC
656
Trust Company
Kansas
$729 – – –
RWM
657
Raffa Wealth Management
District of Columbia
$718 – – –
Kayne Anderson Rudnick Investment Management
658
Kayne Anderson Rudnick Investment Management
California
$694 – – –
CFO
659
CVA Family Office
Colorado
$640 -$86 -6 -10%
BWM
660
Bullock Wealth Management
Indiana
$626 – – –
BCM
661
Blume Capital Management
California
$561 – – –
KSB
662
Kennebec Savings Bank
Maine
$561 +$718 +50 New
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$516 +$158 +11 +31%
RCM
664
Raleigh Capital Management
North Carolina
$506 – – –
MG
665
Mather Group
Illinois
$505 -$2.79K -194 -81%
LIS
666
Legacy Investment Solutions
Idaho
$482 +$575 +40 New
LWMI
667
Legacy Wealth Management (Idaho)
Idaho
$482 +$575 +40 New
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
$460 – – –
GJIA
669
Glass Jacobson Investment Advisors
Maryland
$449 – – –
LG
670
LAM Group
Oregon
$449 – – –
DIP
671
DT Investment Partners
Pennsylvania
$449 +$575 +40 New
RTC
672
Riverview Trust Company
Washington
$426 +$546 +38 New
FCAS
673
First Command Advisory Services
Texas
$393 +$503 +35 New
AWM
674
AllSquare Wealth Management
New York
$381 – – –
PPWM
675
PFG Private Wealth Management
Florida
$337 – – –