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BGC Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$11.5K +$10.1K +899 +505%
IFWM
302
Institute for Wealth Management
Colorado
$10.7K +$11.2K +1,000 New
AF
303
Allworth Financial
California
$10.3K +$2.07K +185 +24%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.45K +$9.89K +884 New
NSIM
305
North Star Investment Management
Illinois
$8.87K – – –
TCOV
306
Trust Company of Vermont
Vermont
$6.74K +$7.05K +630 New
BIA
307
Bell Investment Advisors
California
$6.6K – – –
SIC
308
SJS Investment Consulting
Ohio
$6.17K +$5.91K +528 +1,078%
RIL
309
Rothschild Investment LLC
Illinois
$5.68K +$403 +36 +7%
GFA
310
Godfrey Financial Associates
New York
$5.5K – – –
CFO
311
CVA Family Office
Colorado
$5.46K +$1.03K +92 +22%
CJ
312
Caitlin John
Michigan
$5.34K +$5.59K +500 New
PA
313
Parallel Advisors
California
$5.02K +$1.88K +168 +56%
BWA
314
Basecamp Wealth Advisors
Washington
$4.93K +$1.5K +134 +41%
PMAM
315
Picton Mahoney Asset Management
Ontario, Canada
$4.8K +$5.02K +449 New
MG
316
Mather Group
Illinois
$4.72K – – –
KFAS
317
Keating Financial Advisory Services
Kansas
$4.47K +$67 +6 +1%
WA
318
WPG Advisers
Maryland
$4.31K – – –
MAM
319
Morse Asset Management
Connecticut
$4.28K -$246 -22 -5%
RWS
320
Retirement Wealth Solutions
Wisconsin
$4.23K – – –
CA
321
Clearstead Advisors
Ohio
$4.21K +$4.41K +394 New
AFC
322
Ares Financial Consulting
California
$3.85K – – –
JWM
323
JPL Wealth Management
Colorado
$3.63K – – –
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$3.37K – – –
OCWP
325
Owl Creek Wealth Partners
Colorado
$3.26K – – –