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BFS

Saul Centers

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$1.32K +$910 +27 +193%
GWM
152
Geneos Wealth Management
Colorado
$1.13K +$1.11K +33 New
PFBT
153
Parkside Financial Bank & Trust
Missouri
$956 +$944 +28 New
EP
154
Essential Partners
California
$854 +$843 +25 New
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$785 +$776 +23 New
RWM
156
Rialto Wealth Management
New York
$513 +$506 +15 New
RIL
157
Rothschild Investment LLC
Illinois
$512 -$337 -10 -40%
RA
158
Rise Advisors
New York
$512 +$506 +15 New
BFS
159
Bare Financial Services
Pennsylvania
$478 +$472 +14 New
GSWM
160
Golden State Wealth Management
California
$478 +$472 +14 New
NC
161
NewSquare Capital
Pennsylvania
$478 +$472 +14 New
HFS
162
Hughes Financial Services
Virginia
$450 +$472 +14 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$307
AGWCA
164
Annis Gardner Whiting Capital Advisors
Florida
$171 +$169 +5 New
TWD
165
True Wealth Design
Ohio
$137 -$67 -2 -33%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$102 +$101 +3 New
M
167
MOTCO
Texas
$97
FFA
168
Farther Finance Advisors
California
$34
Citadel Advisors
169
Citadel Advisors
Florida
-$1.09M -30,082 Closed
CCIA
170
Campbell & Co Investment Adviser
Maryland
-$549K -15,221 Closed
Verition Fund Management
171
Verition Fund Management
Connecticut
-$471K -13,050 Closed
NAAA
172
New Age Alpha Advisors
New York
-$368K -10,212 Closed
IIM
173
INTECH Investment Management
Florida
-$264K -7,307 Closed
Corient Private Wealth
174
Corient Private Wealth
Florida
-$258K -7,166 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
-$206K -5,704 Closed