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Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$2.09K +$92 +4 +5%
Jones Financial Companies
227
Jones Financial Companies
Missouri
$2.05K
AW
228
Avion Wealth
Texas
$2K
WA
229
WPG Advisers
Maryland
$1.84K +$481 +21 +36%
MCM
230
MAI Capital Management
Ohio
$1.26K -$5.43K -237 -81%
BTI
231
Blue Trust Inc
Georgia
$1.14K
CMA
232
Cedar Mountain Advisors
Oregon
$977 +$435 +19 +83%
RFP
233
Root Financial Partners
California
$931
FFO
234
Fortitude Family Office
Arizona
$838
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$791
CPG
236
Cornerstone Planning Group
New Jersey
$783
TC
237
Trust Company
Kansas
$768 +$756 +33 New
HNB
238
Huntington National Bank
Ohio
$699
FHA
239
Flagship Harbor Advisors
Massachusetts
$535 +$527 +23 New
TCM
240
Triumph Capital Management
Colorado
$465 +$458 +20 New
QL
241
Quarry LP
New York
$372 -$527 -23 -59%
TCM
242
TD Capital Management
Tennessee
$326 +$321 +14 New
SFS
243
Sunrise Financial Services
Washington
$303 +$298 +13 New
CIAM
244
Caitong International Asset Management
Hong Kong
$256 -$1.99K -87 -89%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$256 +$252 +11 New
AW
246
Ankerstar Wealth
Texas
$186 +$183 +8 New
GWM
247
Gilpin Wealth Management
Colorado
$94 +$92 +4 New
SWM
248
SHP Wealth Management
Massachusetts
$47 +$46 +2 New
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
-$6.76M -332,694 Closed
HCM
250
Highbridge Capital Management
New York
-$3.51M -172,602 Closed