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GRFS

Grifois

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Harvest Group Wealth Management
Massachusetts
$9K +$8.54K +447 New
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$7K +$229 +12 +4%
PA
153
Parallel Advisors
California
$7K +$6.51K +341 New
CFA
154
Carroll Financial Associates
North Carolina
$6K
POIA
155
Pin Oak Investment Advisors
Texas
$6K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$6K +$4.05K +212 +316%
ASN
157
Advisory Services Network
Georgia
$5K -$11.7K -610 -74%
PFO
158
Pathstone Family Office
New Jersey
$5K +$4.78K +250 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$4K -$2.53M -132,246 -100%
SIAS
160
Shine Investment Advisory Services
Colorado
$4K
WCM
161
Whitener Capital Management
North Carolina
$4K
ESB
162
Essex Savings Bank
Connecticut
$3K
GWM
163
Geneos Wealth Management
Colorado
$3K
MSA
164
Marino Stram & Associates
Massachusetts
$3K
WCG
165
Weaver Consulting Group
California
$3K +$3.17K +166 New
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$3K +$3.31K +173 New
APA
167
American Portfolios Advisors
New York
$2.33K
BCI
168
Brinker Capital Investments
Pennsylvania
$2K +$1.43K +75 New
AIA
169
Alera Investment Advisors
Illinois
$2K +$2.2K +115 New
Bessemer Group
170
Bessemer Group
New Jersey
$1K -$4.89K -256 -86%
HI
171
Human Investing
Oregon
$1K
TL
172
TrueWealth LLC
Georgia
$1K
TFGT
173
TS Financial Group (TSFG)
Illinois
$1K +$1.2K +63 New
PI
174
Putnam Investments
Massachusetts
-$9.78M -532,900 Closed
GCM
175
Gladstone Capital Management
United Kingdom
-$7.37M -401,588 Closed