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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%
BCM
660
Blume Capital Management
California
$561
KSB
661
Kennebec Savings Bank
Maine
$561 +$718 +50 New
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$516 +$158 +11 +31%
RCM
663
Raleigh Capital Management
North Carolina
$506
MG
664
Mather Group
Illinois
$505 -$2.79K -194 -81%
LIS
665
Legacy Investment Solutions
Idaho
$482 +$575 +40 New
LWMI
666
Legacy Wealth Management (Idaho)
Idaho
$482 +$575 +40 New
BBPWM
667
Blue Bell Private Wealth Management
Pennsylvania
$460
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$449
LG
669
LAM Group
Oregon
$449
DIP
670
DT Investment Partners
Pennsylvania
$449 +$575 +40 New
RTC
671
Riverview Trust Company
Washington
$426 +$546 +38 New
FCAS
672
First Command Advisory Services
Texas
$393 +$503 +35 New
AWM
673
AllSquare Wealth Management
New York
$381
PPWM
674
PFG Private Wealth Management
Florida
$337
PAI
675
Pittenger & Anderson Inc
Nebraska
$337