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SharkNinja
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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
526
Cromwell Holdings
Wyoming
$3.2K +$1.32K +11 +110%
RCM
527
Raleigh Capital Management
North Carolina
$2.74K – – –
MIM
528
Marshall Investment Management
Colorado
$2.74K +$2.16K +18 New
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$2.59K – – –
RWM
530
Rialto Wealth Management
New York
$2.29K +$479 +4 +36%
CFB
531
Cullen/Frost Bankers
Texas
$2.13K – – –
AG
532
AmeriFlex Group
Nevada
$2.13K +$1.68K +14 New
HIA
533
HFM Investment Advisors
New Jersey
$1.83K +$838 +7 +140%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$1.52K -$1.8K -15 -60%
AF
535
Advisornet Financial
Minnesota
$1.37K – – –
CFD
536
Creative Financial Designs
Indiana
$1.37K – – –
PS
537
Planning Strategies
Pennsylvania
$1.37K +$1.08K +9 New
SIM
538
Synergy Investment Management
Florida
$1.11K +$838 +7 New
CIAM
539
Caitong International Asset Management
Hong Kong
$1.07K -$439K -3,668 -100%
SC
540
SouthState Corp
Florida
$1.07K – – –
MCM
541
Manchester Capital Management
Vermont
$1.07K +$120 +1 +17%
RWM
542
Raffa Wealth Management
District of Columbia
$1.07K +$599 +5 +250%
HI
543
Horizon Investments
North Carolina
$1.07K +$838 +7 New
RBC
544
Roble Belko & Company
Pennsylvania
$1K – – –
NWM
545
Navigoe Wealth Management
California
$1K +$838 +7 New
CA
546
CoreCap Advisors
Michigan
$914 +$719 +6 New
BFS
547
Bare Financial Services
Pennsylvania
$761 – – –
CPG
548
Cornerstone Planning Group
New Jersey
$736 – – –
BHWM
549
Beaird Harris Wealth Management
Texas
$635 – – –
ADL
550
Asset Dedication LLC
California
$610 +$479 +4 New
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