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Unity
U

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
526
TFC Financial Management
Massachusetts
$858 – – –
LF
527
LifeSteps Financial
California
$857 +$798 +30 New
HIA
528
HFM Investment Advisors
New Jersey
$829 +$585 +22 +314%
RWM
529
Rialto Wealth Management
New York
$801 +$532 +20 +250%
HI
530
Horizon Investments
North Carolina
$800 -$426 -16 -36%
CFM
531
Compass Financial Management
Florida
$800 +$745 +28 New
CIA
532
Cape Investment Advisory
Georgia
$715 +$665 +25 New
CA
533
Crewe Advisors
Utah
$686 – – –
W
534
WealthCollab
Washington
$629 – – –
SEP
535
Signature Equity Partners
Ohio
$629 +$266 +10 +83%
OCM
536
Osbon Capital Management
Massachusetts
$628 – – –
CFM
537
Cornerstone Financial Management
Massachusetts
$600 +$559 +21 New
BGAI
538
Bruce G. Allen Investments
Colorado
$514 – – –
RWM
539
Raffa Wealth Management
District of Columbia
$514 +$80 +3 +20%
QL
540
Quarry LP
New York
$457 -$90.8K -3,412 -100%
DSC
541
Daytona Street Capital
Missouri
$436 – – –
EC
542
Elequin Capital
New York
$429 -$3.59K -135 -90%
LI
543
LRI Investments
Florida
$429 +$399 +15 New
VR
544
Vision Retirement
New Jersey
$372 – – –
MP
545
McDonald Partners
Ohio
$343 +$319 +12 New
KG
546
Kilter Group
New York
$315 +$293 +11 New
BCH
547
Berkshire Capital Holdings
California
$286 – – –
CMBA
548
C.M. Bidwell & Associates
Hawaii
$286 – – –
PWA
549
Principia Wealth Advisory
Texas
$257 +$80 +3 +50%
HFS
550
Hughes Financial Services
Virginia
$257 +$133 +5 +125%
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