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Cedar Fair

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Centricity Wealth Management
Ohio
$3.04K – – –
CBT
302
Crews Bank & Trust
Florida
$3.04K – – –
FP
303
Financial Perspectives
Minnesota
$3.04K – – –
HNW
304
High Note Wealth
Minnesota
$2.98K +$3.28K +98 New
TPWA
305
Twin Peaks Wealth Advisors
California
$2.15K +$2.81K +84 New
RIL
306
Rothschild Investment LLC
Illinois
$2.13K -$536 -16 -19%
QL
307
Quarry LP
New York
$2.01K +$2.21K +66 New
TFGT
308
TS Financial Group (TSFG)
Illinois
$2K – – –
TCOV
309
Trust Company of Vermont
Vermont
$1.55K – – –
HFM
310
Hartford Financial Management
Connecticut
$1.52K – – –
HWA
311
HHM Wealth Advisors
Tennessee
$1.49K – – –
BIA
312
Bell Investment Advisors
California
$1.4K – – –
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.37K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$1.28K +$1.41K +42 New
GIA
315
GHP Investment Advisors
Colorado
$1.22K – – –
LI
316
LRI Investments
Florida
$1.19K – – –
PWMG
317
Private Wealth Management Group
New Jersey
$1.1K +$1.21K +36 New
ACA
318
American Capital Advisory
Idaho
$944 – – –
HI
319
Harbour Investments
Wisconsin
$913 – – –
MCM
320
Manchester Capital Management
Vermont
$883 – – –
BTI
321
Blue Trust Inc
Georgia
$799 – – –
VCM
322
Versant Capital Management
Arizona
$791 -$804 -24 -48%
LAM
323
Lummis Asset Management
Texas
$730 – – –
GPFA
324
Game Plan Financial Advisors
Ohio
$335 – – –
SS
325
Sunbelt Securities
Texas
$241 +$168 +5 New