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Compass
COMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
376
Financial Network Wealth Advisors
Utah
$8.3K – – –
MAM
377
Meeder Asset Management
Ohio
$6.12K +$4.12K +495 +49,500%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$5.94K +$2.6K +312 +184%
PFBT
379
Parkside Financial Bank & Trust
Missouri
$5.61K – – –
GRP
380
Global Retirement Partners
California
$5.39K +$3.64K +437 New
HFS
381
Hughes Financial Services
Virginia
$5.17K -$33 -4 -0.9%
JSAM
382
J. Safra Asset Management
New York
$5.12K – – –
MCM
383
MV Capital Management
Maryland
$5.01K – – –
LB
384
Legacy Bridge
Iowa
$4.93K – – –
UB
385
UMB Bank
Missouri
$4.64K – – –
CFO
386
CVA Family Office
Colorado
$4.14K +$1.99K +239 +246%
SVCP
387
Silicon Valley Capital Partners
California
$3.79K – – –
PCTC
388
Perkins Coie Trust Company
Washington
$3.7K – – –
QL
389
Quarry LP
New York
$3.45K +$416 +50 +22%
GFA
390
Godfrey Financial Associates
New York
$3.43K -$108 -13 -4%
CA
391
Continuum Advisory
Idaho
$3.37K +$2.27K +273 New
SIC
392
SJS Investment Consulting
Ohio
$2.98K +$1.47K +177 +272%
IAS
393
IMA Advisory Services
Colorado
$2.53K +$750 +90 +78%
DB
394
Danske Bank
Denmark
$2.47K – – –
TFM
395
TFC Financial Management
Massachusetts
$2.47K – – –
GPFA
396
Game Plan Financial Advisors
Ohio
$2.47K +$1.67K +200 New
APFP
397
Action Point Financial Planning
Michigan
$2.45K +$1.68K +202 New
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$2.42K +$58 +7 +4%
AW
399
Avion Wealth
Texas
$2K – – –
BAM
400
Bellevue Asset Management
Washington
$1.81K +$1.22K +147 New
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