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BGC Group
BGC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
SHP Wealth Management
Massachusetts
$3.21K +$3.36K +300 New
FFO
327
Fortitude Family Office
Arizona
$2.76K – – –
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$2.46K – – –
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.14K – – –
KG
330
Kilter Group
New York
$2.13K +$280 +25 +14%
APFP
331
Action Point Financial Planning
Michigan
$2.08K +$2.18K +195 New
MAM
332
Marquette Asset Management
Minnesota
$1.69K – – –
QL
333
Quarry LP
New York
$1.69K +$1.77K +158 New
RF
334
Rossby Financial
Florida
$1.39K +$201 +18 +16%
SS
335
SBI Securities
Japan
$1.35K -$34 -3 -2%
ZBNA
336
Zions Bancorporation, National Association
Utah
$1.35K – – –
IA
337
IFP Advisors
Florida
$1.33K +$1.12K +100 +417%
EP
338
Essential Partners
California
$1.29K +$11 +1 +0.8%
TFA
339
Toth Financial Advisory
Virginia
$1.28K – – –
RWM
340
Rialto Wealth Management
New York
$1.16K +$280 +25 +30%
BGAI
341
Bruce G. Allen Investments
Colorado
$1.05K – – –
CFM
342
Cornerstone Financial Management
Massachusetts
$951 – – –
CCMI
343
Creative Capital Management Investments
California
$951 +$996 +89 New
PMFA
344
Plante Moran Financial Advisors
Michigan
$930 +$973 +87 New
GWM
345
Gilpin Wealth Management
Colorado
$888 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$695 – – –
BHWM
347
Bay Harbor Wealth Management
Maryland
$695 +$246 +22 +51%
AT
348
Arlington Trust
Alabama
$641 – – –
AW
349
Ankerstar Wealth
Texas
$481 – – –
HIA
350
HFM Investment Advisors
New Jersey
$460 +$224 +20 +87%
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