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SharkNinja
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
526
Creative Capital Management Investments
California
$3.5K +$2.75K +23 New
EWP
527
Elevation Wealth Partners
California
$3.35K +$2.63K +22 New
DRP
528
Decker Retirement Planning
Utah
$3.21K +$2.52K +21 New
SWM
529
SHP Wealth Management
Massachusetts
$3.21K +$359 +3 +17%
NRG
530
Nemes Rush Group
Michigan
$3.2K – – –
CH
531
Cromwell Holdings
Wyoming
$3.2K +$1.32K +11 +110%
RCM
532
Raleigh Capital Management
North Carolina
$2.74K – – –
MIM
533
Marshall Investment Management
Colorado
$2.74K +$2.16K +18 New
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$2.59K – – –
RWM
535
Rialto Wealth Management
New York
$2.29K +$479 +4 +36%
CFB
536
Cullen/Frost Bankers
Texas
$2.13K – – –
AG
537
AmeriFlex Group
Nevada
$2.13K +$1.68K +14 New
HIA
538
HFM Investment Advisors
New Jersey
$1.83K +$838 +7 +140%
BLC
539
Brown, Lisle/Cummings
Rhode Island
$1.63K – – –
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$1.52K -$1.8K -15 -60%
AF
541
Advisornet Financial
Minnesota
$1.37K – – –
CFD
542
Creative Financial Designs
Indiana
$1.37K – – –
PS
543
Planning Strategies
Pennsylvania
$1.37K +$1.08K +9 New
SIM
544
Synergy Investment Management
Florida
$1.11K +$838 +7 New
CIAM
545
Caitong International Asset Management
Hong Kong
$1.07K -$439K -3,668 -100%
SC
546
SouthState Corp
Florida
$1.07K – – –
MCM
547
Manchester Capital Management
Vermont
$1.07K +$120 +1 +17%
RWM
548
Raffa Wealth Management
District of Columbia
$1.07K +$599 +5 +250%
HI
549
Horizon Investments
North Carolina
$1.07K +$838 +7 New
RBC
550
Roble Belko & Company
Pennsylvania
$1K – – –
20 21
22
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