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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
451
Action Point Financial Planning
Michigan
$6.06K +$6.03K +86 New
C
452
Covestor
United Kingdom
$6K -$3.44K -49 -39%
CA
453
Clearstead Advisors
Ohio
$5.2K -$9.82K -140 -66%
FHC
454
First Horizon Corporation
Tennessee
$4.91K – – –
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$4.69K – – –
CA
456
CoreCap Advisors
Michigan
$4.33K +$3.86K +55 +1,100%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$3.9K -$3.79K -54 -50%
MCM
458
Manchester Capital Management
Vermont
$3.9K +$1.47K +21 +64%
CH
459
Cromwell Holdings
Wyoming
$3.75K +$1.05K +15 +41%
CIA
460
Cape Investment Advisory
Georgia
$3.75K +$3.65K +52 New
CIAS
461
CBIZ Investment Advisory Services
Ohio
$3.67K – – –
AFC
462
Ares Financial Consulting
California
$3.61K +$1.89K +27 +117%
BFS
463
Bare Financial Services
Pennsylvania
$3.39K – – –
BIA
464
Bell Investment Advisors
California
$3.25K +$561 +8 +22%
PWA
465
Principia Wealth Advisory
Texas
$3.25K +$2.31K +33 +275%
T
466
Tidemark
California
$3.1K – – –
EWP
467
Elevation Wealth Partners
California
$2.96K -$140 -2 -5%
RWM
468
Raffa Wealth Management
District of Columbia
$2.96K +$70 +1 +3%
CCMI
469
Creative Capital Management Investments
California
$2.96K +$2.88K +41 New
MB
470
MidFirst Bank
Oklahoma
$2.81K – – –
WSFS
471
Wilmington Savings Fund Society
Delaware
$2.81K +$2.73K +39 New
PWPS
472
Pinnacle Wealth Planning Services
Ohio
$2.74K -$3.86K -55 -59%
CFM
473
Compass Financial Management
Florida
$2.31K +$2.24K +32 New
KG
474
Kilter Group
New York
$2.17K +$491 +7 +30%
SRCM
475
Signature Resources Capital Management
California
$2.09K – – –
17 18
19
20 21