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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
T
501
Tidemark
California
$3.78K – – –
FFO
502
Fortitude Family Office
Arizona
$3.34K +$3.17K +38 New
MAM
503
Meeder Asset Management
Ohio
$3.08K -$5.92K -71 -67%
MCM
504
Manchester Capital Management
Vermont
$2.9K – – –
TWD
505
True Wealth Design
Ohio
$2.9K +$250 +3 +10%
CH
506
Cromwell Holdings
Wyoming
$2.82K +$1.83K +22 +220%
RIL
507
Rothschild Investment LLC
Illinois
$2.82K +$1.83K +22 +220%
EP
508
Essential Partners
California
$2.73K +$2.58K +31 New
CT
509
Clearstead Trust
Maine
$2.2K +$1.08K +13 +108%
MPW
510
MASECO Private Wealth
$2.11K +$2K +24 New
TIM
511
Tortoise Investment Management
New York
$2.02K +$751 +9 +64%
RAM
512
Riggs Asset Management
Pennsylvania
$2.02K +$1.92K +23 New
CAL
513
Capital Advisors Ltd
Ohio
$2K -$834 -10 -26%
MA
514
Montag & Associates
Georgia
$2K +$1.92K +23 New
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$1.85K -$167 -2 -9%
AF
516
Advisornet Financial
Minnesota
$1.76K – – –
RWM
517
Raffa Wealth Management
District of Columbia
$1.5K – – –
SS
518
SBI Securities
Japan
$1.32K – – –
SC
519
SouthState Corp
Florida
$1.23K -$2K -24 -63%
CIAS
520
CBIZ Investment Advisory Services
Ohio
$1.23K +$751 +9 +180%
WA
521
WPG Advisers
Maryland
$1.14K +$667 +8 +160%
TPWA
522
Twin Peaks Wealth Advisors
California
$1.05K +$1K +12 New
HFS
523
Hantz Financial Services
Michigan
$1K +$417 +5 +167%
PWMG
524
Private Wealth Management Group
New Jersey
$968 – – –
MCM
525
MV Capital Management
Maryland
$968 +$83 +1 +10%
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