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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%
GRP
379
Global Retirement Partners
California
$5.39K +$3.64K +437 New
HFS
380
Hughes Financial Services
Virginia
$5.17K -$33 -4 -0.9%
JSAM
381
J. Safra Asset Management
New York
$5.12K – – –
MCM
382
MV Capital Management
Maryland
$5.01K – – –
LB
383
Legacy Bridge
Iowa
$4.93K – – –
UB
384
UMB Bank
Missouri
$4.64K – – –
CFO
385
CVA Family Office
Colorado
$4.14K +$1.99K +239 +246%
PCTC
386
Perkins Coie Trust Company
Washington
$3.7K – – –
QL
387
Quarry LP
New York
$3.45K +$416 +50 +22%
GFA
388
Godfrey Financial Associates
New York
$3.43K -$108 -13 -4%
CA
389
Continuum Advisory
Idaho
$3.37K +$2.27K +273 New
SIC
390
SJS Investment Consulting
Ohio
$2.98K +$1.47K +177 +272%
IAS
391
IMA Advisory Services
Colorado
$2.53K +$750 +90 +78%
DB
392
Danske Bank
Denmark
$2.47K – – –
TFM
393
TFC Financial Management
Massachusetts
$2.47K – – –
GPFA
394
Game Plan Financial Advisors
Ohio
$2.47K +$1.67K +200 New
APFP
395
Action Point Financial Planning
Michigan
$2.45K +$1.68K +202 New
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$2.42K +$58 +7 +4%
AW
397
Avion Wealth
Texas
$2K – – –
BAM
398
Bellevue Asset Management
Washington
$1.81K +$1.22K +147 New
FFO
399
Fortitude Family Office
Arizona
$1.79K +$1.04K +125 +625%
SIM
400
Sims Investment Management
Ohio
$1.76K +$1.19K +143 New
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