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Name Holding Trade Value Shares
Change
Change in
Stake
TC
701
Trust Company
Kansas
$809 – – –
RWM
702
Raffa Wealth Management
District of Columbia
$797 – – –
BBPWM
703
Blue Bell Private Wealth Management
Pennsylvania
$759 – – –
CFFP
704
Center for Financial Planning
Michigan
$747 – – –
HI
705
Hoey Investments
Pennsylvania
$735 – – –
RWM
706
Rialto Wealth Management
New York
$735 – – –
NEWAS
707
N.E.W. Advisory Services
Wisconsin
$722 +$730 +58 New
MG
708
Mather Group
Illinois
$705 +$428 +34 +148%
CH
709
Cromwell Holdings
Wyoming
$685 +$692 +55 New
BCPWM
710
Bradley & Co Private Wealth Management
Florida
$635 – – –
BCM
711
Blume Capital Management
California
$623 – – –
ITIM
712
Indiana Trust & Investment Management
Indiana
$623 – – –
KSB
713
Kennebec Savings Bank
Maine
$623 – – –
HWM
714
HighMark Wealth Management
Minnesota
$623 +$629 +50 New
HFS
715
Hopwood Financial Services
Virginia
$623 +$629 +50 New
CPG
716
Cornerstone Planning Group
New Jersey
$602 -$340 -27 -35%
LWMI
717
Legacy Wealth Management (Idaho)
Idaho
$598 +$101 +8 +20%
HFS
718
Hughes Financial Services
Virginia
$584 +$554 +44 New
CFO
719
CVA Family Office
Colorado
$548 -$164 -13 -23%
CWM
720
Copia Wealth Management
Oregon
$498 – – –
DIP
721
DT Investment Partners
Pennsylvania
$498 – – –
VWM
722
Vermillion Wealth Management
Minnesota
$498 – – –
PAI
723
Pittenger & Anderson Inc
Nebraska
$374 – – –
Kayne Anderson Rudnick Investment Management
724
Kayne Anderson Rudnick Investment Management
California
$361 -$403 -32 -52%
RFG
725
REAP Financial Group
Texas
$324 – – –