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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
Sierra Ocean
California
$1.23K
BTI
77
Blue Trust Inc
Georgia
$1.06K -$9.67K -1,038 -91%
Wells Fargo
78
Wells Fargo
California
$1.01K +$932 +100 New
ACM
79
Aster Capital Management
United Arab Emirates
$748 +$690 +74 New
BFS
80
Bare Financial Services
Pennsylvania
$536 +$494 +53 New
PWM
81
Parkworth Wealth Management
California
$303 +$280 +30 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$263
FFO
83
Fortitude Family Office
Arizona
$71 +$65 +7 New
CFFP
84
Center for Financial Planning
Michigan
$31 -$11.9K -1,275 -100%
BHWM
85
Bay Harbor Wealth Management
Maryland
$20 +$9 +1 +100%
HIA
86
HFM Investment Advisors
New Jersey
$20 +$9 +1 +100%
RWM
87
Rialto Wealth Management
New York
$11 +$9 +1 New
SS
88
SBI Securities
Japan
$10 +$9 +1 New
FAM
89
Fenimore Asset Management
New York
-$4.51M -498,986 Closed
GAMC
90
Garner Asset Management Corp
Texas
-$2.91M -321,825 Closed
GC
91
Garde Capital
Washington
-$940K -103,960 Closed
PP
92
PDT Partners
New York
-$183K -20,206 Closed
HF
93
HRT Financial
New York
-$118K -13,072 Closed
VF
94
Virtu Financial
New York
-$108K -11,951 Closed
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$92.6K -10,239 Closed
CWM
96
Compass Wealth Management
Connecticut
-$10.5K -1,165 Closed
MHIP
97
Mountain Hill Investment Partners
New Jersey
-$7.23K -800 Closed
CWM
98
Consultiva Wealth Management
Puerto Rico
-$6.78K -750 Closed
PGAM
99
Princeton Global Asset Management
New Jersey
-$1.36K -150 Closed
CCM
100
Coldstream Capital Management
Washington
-$507 -56 Closed