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APi Group
APG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
501
CVA Family Office
Colorado
$13.2K +$2.8K +64 +26%
APFP
502
Action Point Financial Planning
Michigan
$12.5K +$13.1K +300 New
EP
503
Essential Partners
California
$11.9K – – –
GSWM
504
Golden State Wealth Management
California
$11.4K – – –
JWA
505
JFS Wealth Advisors
Pennsylvania
$11.2K +$830 +19 +8%
MAM
506
Morse Asset Management
Connecticut
$10.6K – – –
BIA
507
Bell Investment Advisors
California
$10.5K -$87 -2 -0.8%
QT
508
Quantbot Technologies
New York
$10.4K -$1.13M -25,875 -99%
PMAM
509
Picton Mahoney Asset Management
Ontario, Canada
$10.4K +$10.7K +246 New
FPF
510
First Pacific Financial
Washington
$10.3K +$10.6K +243 New
CI
511
CX Institutional
Indiana
$10K – – –
SIC
512
SJS Investment Consulting
Ohio
$9.83K +$5.11K +117 +102%
CTB
513
Country Trust Bank
Illinois
$9.53K – – –
MAM
514
Meeder Asset Management
Ohio
$9.44K +$349 +8 +4%
MAM
515
Marquette Asset Management
Minnesota
$8.05K -$10.5K -241 -56%
C
516
Covestor
United Kingdom
$8K +$87 +2 +1%
FFO
517
Fortitude Family Office
Arizona
$7.88K -$131 -3 -2%
BFS
518
Bare Financial Services
Pennsylvania
$7.67K +$6.6K +151 +503%
MG
519
Mather Group
Illinois
$7.54K +$7.78K +178 New
PTC
520
Private Trust Company
Ohio
$6.95K -$349 -8 -5%
VWM
521
Vermillion Wealth Management
Minnesota
$6.82K -$1.27K -29 -15%
QC
522
Quent Capital
New York
$6.44K +$437 +10 +7%
PWMG
523
Private Wealth Management Group
New Jersey
$6.35K +$4.06K +93 +163%
TFA
524
Transamerica Financial Advisors
Florida
$6.35K +$3.28K +75 +100%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$5.72K +$2.62K +60 +80%
19 20
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