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Alector

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
126
Hughes Financial Services
Virginia
$780 -$51 -24 -6%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$738
MSFP
128
Mark Sheptoff Financial Planning
Connecticut
$603
Osaic Holdings
129
Osaic Holdings
Arizona
$603 +$643 +300 New
FFA
130
Farther Finance Advisors
California
$509 +$208 +97 +62%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$400
FFO
132
Fortitude Family Office
Arizona
$269 -$259 -121 -47%
CA
133
Clearstead Advisors
Ohio
$252 +$268 +125 New
WETS
134
Wealth Enhancement Trust Services
South Dakota
$211 +$225 +105 New
IA
135
IFP Advisors
Florida
$189 +$189 +88 +1,467%
KFG
136
Kingdom Financial Group
Arizona
$96
SIC
137
SJS Investment Consulting
Ohio
$87 +$92 +43 New
CIAM
138
Caitong International Asset Management
Hong Kong
$84 +$86 +40 +2,000%
SS
139
SBI Securities
Japan
$40
JWM
140
JPL Wealth Management
Colorado
$37 +$39 +18 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$12
FCMI
142
Foresite Capital Management IV
California
-$8.36M -3,887,200 Closed
Jane Street
143
Jane Street
New York
-$856K -399,464 Closed
OL
144
Odyssean LLC
Connecticut
-$193K -89,783 Closed
GCP
145
GSA Capital Partners
United Kingdom
-$168K -78,207 Closed
SOW
146
State of Wyoming
Wyoming
-$3.54K -1,645 Closed
RFP
147
Root Financial Partners
California
-$656 -305 Closed
ASN
148
Advisory Services Network
Georgia
-$583 -271 Closed
MCM
149
MAI Capital Management
Ohio
-$145 -67 Closed
LAS
150
Lloyd Advisory Services
Georgia
-$103 -48 Closed