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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Raffa Wealth Management
District of Columbia
$797
BBPWM
702
Blue Bell Private Wealth Management
Pennsylvania
$759
CFFP
703
Center for Financial Planning
Michigan
$747
HI
704
Hoey Investments
Pennsylvania
$735
RWM
705
Rialto Wealth Management
New York
$735
NEWAS
706
N.E.W. Advisory Services
Wisconsin
$722 +$730 +58 New
MG
707
Mather Group
Illinois
$705 +$428 +34 +148%
CH
708
Cromwell Holdings
Wyoming
$685 +$692 +55 New
BCPWM
709
Bradley & Co Private Wealth Management
Florida
$635
BCM
710
Blume Capital Management
California
$623
ITIM
711
Indiana Trust & Investment Management
Indiana
$623
KSB
712
Kennebec Savings Bank
Maine
$623
HWM
713
HighMark Wealth Management
Minnesota
$623 +$629 +50 New
HFS
714
Hopwood Financial Services
Virginia
$623 +$629 +50 New
CPG
715
Cornerstone Planning Group
New Jersey
$602 -$340 -27 -35%
LWMI
716
Legacy Wealth Management (Idaho)
Idaho
$598 +$101 +8 +20%
HFS
717
Hughes Financial Services
Virginia
$584 +$554 +44 New
CFO
718
CVA Family Office
Colorado
$548 -$164 -13 -23%
CWM
719
Copia Wealth Management
Oregon
$498
DIP
720
DT Investment Partners
Pennsylvania
$498
VWM
721
Vermillion Wealth Management
Minnesota
$498
PAI
722
Pittenger & Anderson Inc
Nebraska
$374
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$361 -$403 -32 -52%
RFG
724
REAP Financial Group
Texas
$324
AIC
725
Archer Investment Corporation
Indiana
$311