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Compass
COMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
401
Fortitude Family Office
Arizona
$1.79K +$1.04K +125 +625%
SIM
402
Sims Investment Management
Ohio
$1.76K +$1.19K +143 New
RWM
403
Rialto Wealth Management
New York
$1.73K +$1.17K +140 New
JWA
404
JFS Wealth Advisors
Pennsylvania
$1.5K +$416 +50 +69%
HWA
405
Heritage Wealth Advisors
Virginia
$1.41K – – –
SGFG
406
Silver Grove Financial Group
New York
$1.23K +$833 +100 New
KFAS
407
Keating Financial Advisory Services
Kansas
$1.21K +$816 +98 New
WETS
408
Wealth Enhancement Trust Services
South Dakota
$1.17K +$791 +95 New
JWM
409
JPL Wealth Management
Colorado
$1.02K +$691 +83 New
CA
410
Clearstead Advisors
Ohio
$1.01K +$683 +82 New
BFS
411
Bare Financial Services
Pennsylvania
$962 -$416 -50 -39%
SFCL
412
Strengthening Families & Communities LLC
Massachusetts
$962 +$650 +78 New
NSIM
413
North Star Investment Management
Illinois
$937 – – –
TPCW
414
TD Private Client Wealth
New York
$925 – – –
EC
415
Elequin Capital
New York
$888 -$2.58K -310 -81%
IPS
416
Investors Portfolio Services
Washington
$875 – – –
BDPWM
417
Barnes Dennig Private Wealth Management
Ohio
$801 +$541 +65 New
PWA
418
Physician Wealth Advisors
Utah
$666 -$142 -17 -24%
CCMI
419
Creative Capital Management Investments
California
$493 +$333 +40 New
RF
420
Rossby Financial
Florida
$432 – – –
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$420 +$242 +29 +580%
SHIM
422
Stone House Investment Management
Pennsylvania
$407 +$275 +33 New
ZBNA
423
Zions Bancorporation, National Association
Utah
$345 – – –
DF
424
Dunhill Financial
United Kingdom
$285 – – –
TFA
425
Transamerica Financial Advisors
Florida
$271 – – –
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