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First Merchants

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$8.56K +$2.99K +75 +49%
SAM
252
Smartleaf Asset Management
Massachusetts
$7K +$2.35K +59 +46%
RFP
253
Root Financial Partners
California
$6.18K +$6.54K +164 New
CTC
254
Central Trust Company
Missouri
$5.54K -$5.86K -147 -50%
HIM
255
Hillsdale Investment Management
Ontario, Canada
$5.28K
VCM
256
Versant Capital Management
Arizona
$4.37K
Bessemer Group
257
Bessemer Group
New Jersey
$4K
SIS
258
Sound Income Strategies
Florida
$3.32K
FFA
259
Farther Finance Advisors
California
$2.26K +$479 +12 +25%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$2.11K -$3.15K -79 -59%
SHIM
261
Stone House Investment Management
Pennsylvania
$2.11K +$2.23K +56 New
PWMG
262
Private Wealth Management Group
New Jersey
$2.07K
HWM
263
Hemington Wealth Management
Virginia
$2K +$239 +6 +9%
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.58K
BIA
265
Bell Investment Advisors
California
$1.4K
WA
266
WPG Advisers
Maryland
$1.4K
RWS
267
Retirement Wealth Solutions
Wisconsin
$1.28K -$4.11K -103 -75%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$1.28K -$558 -14 -29%
FFO
269
Fortitude Family Office
Arizona
$792 +$199 +5 +31%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$716
HNB
271
Huntington National Bank
Ohio
$641
WANY
272
Wealthspire Advisors (New York)
New York
$566 +$598 +15 New
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$499
CIAM
274
Caitong International Asset Management
Hong Kong
$264 +$279 +7 New
SIC
275
SJS Investment Consulting
Ohio
$227