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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
501
CBIZ Investment Advisory Services
Ohio
$3.67K – – –
BFS
502
Bare Financial Services
Pennsylvania
$3.25K +$3.6K +47 New
SPIA
503
Steward Partners Investment Advisory
New York
$3.23K -$612 -8 -15%
RWM
504
RMG Wealth Management
Wisconsin
$3.22K +$3.52K +46 New
MG
505
Mather Group
Illinois
$3.11K +$3.44K +45 New
S
506
Sachetta
Massachusetts
$3.04K – – –
EWP
507
Elevation Wealth Partners
California
$2.98K -$2.07K -27 -39%
T
508
Tidemark
California
$2.98K – – –
RWM
509
Raffa Wealth Management
District of Columbia
$2.77K +$77 +1 +3%
MB
510
MidFirst Bank
Oklahoma
$2.7K -$206K -2,688 -99%
BIA
511
Bell Investment Advisors
California
$2.56K -$5.05K -66 -64%
CH
512
Cromwell Holdings
Wyoming
$2.56K +$383 +5 +16%
MCM
513
Manchester Capital Management
Vermont
$2.28K -$689 -9 -21%
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.21K – – –
KFG
515
Kingdom Financial Group
Arizona
$2.13K – – –
LAS
516
Lloyd Advisory Services
Georgia
$2.13K +$2.37K +31 New
SRCM
517
Signature Resources Capital Management
California
$2.01K – – –
CAL
518
Capital Advisors Ltd
Ohio
$2K – – –
BHWM
519
Bay Harbor Wealth Management
Maryland
$1.94K +$689 +9 +47%
HNW
520
High Note Wealth
Minnesota
$1.87K -$3.75K -49 -64%
BLC
521
Brown, Lisle/Cummings
Rhode Island
$1.87K +$2.07K +27 New
MPW
522
MASECO Private Wealth
$1.67K – – –
CFM
523
Cornerstone Financial Management
Massachusetts
$1.66K – – –
KG
524
Kilter Group
New York
$1.59K – – –
MAM
525
Marquette Asset Management
Minnesota
$1.59K +$1.3K +17 +283%
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