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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
CGC Financial Services
Oregon
$948 – – –
TC
702
Trust Company
Kansas
$893 – – –
RWM
703
Raffa Wealth Management
District of Columbia
$879 – – –
CFFP
704
Center for Financial Planning
Michigan
$825 – – –
HI
705
Hoey Investments
Pennsylvania
$811 – – –
NEWAS
706
N.E.W. Advisory Services
Wisconsin
$797 – – –
DPW
707
DiNuzzo Private Wealth
Pennsylvania
$729 +$583 +43 +430%
BCPWM
708
Bradley & Co Private Wealth Management
Florida
$701 – – –
BCM
709
Blume Capital Management
California
$687 – – –
ITIM
710
Indiana Trust & Investment Management
Indiana
$687 – – –
KSB
711
Kennebec Savings Bank
Maine
$687 – – –
LWMI
712
Legacy Wealth Management (Idaho)
Idaho
$660 – – –
LIS
713
Legacy Investment Solutions
Idaho
$660 +$651 +48 New
RA
714
Rise Advisors
New York
$605 -$1.19K -88 -67%
CFO
715
CVA Family Office
Colorado
$605 – – –
TIM
716
Tortoise Investment Management
New York
$563 +$556 +41 New
HFS
717
Hopwood Financial Services
Virginia
$550 -$136 -10 -20%
CWM
718
Copia Wealth Management
Oregon
$550 – – –
DIP
719
DT Investment Partners
Pennsylvania
$550 – – –
VWM
720
Vermillion Wealth Management
Minnesota
$550 – – –
HFS
721
Hughes Financial Services
Virginia
$512 – – –
SA
722
Scarborough Advisors
Maryland
$495 +$488 +36 New
SIC
723
SJS Investment Consulting
Ohio
$454 +$393 +29 +725%
NWM
724
Nova Wealth Management
Florida
$448 +$448 +33 New
PWM
725
Parkworth Wealth Management
California
$426 +$393 +29 +1,450%