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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
JPL Wealth Management
Colorado
$1.61K +$1.75K +35 New
SS
127
SBI Securities
Japan
$1.48K +$449 +9 +39%
CFO
128
CVA Family Office
Colorado
$1.38K +$1.5K +30 New
BLC
129
Brown, Lisle/Cummings
Rhode Island
$1.2K +$1.3K +26 New
BFS
130
Bare Financial Services
Pennsylvania
$831 +$897 +18 New
CIAM
131
Caitong International Asset Management
Hong Kong
$831 +$897 +18 New
Barclays
132
Barclays
United Kingdom
$554 -$50 -1 -8%
MAM
133
Marquette Asset Management
Minnesota
$508 +$548 +11 New
FFO
134
Fortitude Family Office
Arizona
$415
DPW
135
DiNuzzo Private Wealth
Pennsylvania
$323
IA
136
IFP Advisors
Florida
$277 +$50 +1 +20%
AF
137
Advisornet Financial
Minnesota
$231 +$150 +3 +150%
KG
138
Kilter Group
New York
$139 -$498 -10 -77%
SIC
139
SJS Investment Consulting
Ohio
$139
RWM
140
Rialto Wealth Management
New York
$93 -$50 -1 -33%
BTI
141
Blue Trust Inc
Georgia
$92 -$199 -4 -67%
RIL
142
Rothschild Investment LLC
Illinois
$92 -$100 -2 -50%
VWM
143
Vermillion Wealth Management
Minnesota
$92 +$100 +2 New
KFAS
144
Keating Financial Advisory Services
Kansas
$46 -$299 -6 -86%
BHWM
145
Bay Harbor Wealth Management
Maryland
$46
EP
146
Essential Partners
California
$46
HIA
147
HFM Investment Advisors
New Jersey
$46
CW
148
Curio Wealth
Maryland
$46 +$50 +1 New
Point72 Asset Management
149
Point72 Asset Management
Connecticut
-$18.4M -343,623 Closed
ICM
150
Irenic Capital Management
New York
-$12.6M -235,294 Closed