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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Aster Capital Management
United Arab Emirates
$914 -$1.33K -107 -61%
SAG
102
SageView Advisory Group
California
$861 +$799 +64 New
BTI
103
Blue Trust Inc
Georgia
$780 -$587 -47 -45%
JWA
104
JFS Wealth Advisors
Pennsylvania
$498 +$462 +37 New
AF
105
Allworth Financial
California
$417 +$387 +31 New
EP
106
Essential Partners
California
$228 +$212 +17 New
KFAS
107
Keating Financial Advisory Services
Kansas
$161 +$150 +12 New
RWM
108
Rialto Wealth Management
New York
$135 +$112 +9 +900%
RIL
109
Rothschild Investment LLC
Illinois
$134 +$125 +10 New
FFO
110
Fortitude Family Office
Arizona
$81 -$12 -1 -14%
BHWM
111
Bay Harbor Wealth Management
Maryland
$53 +$12 +1 +33%
CFFP
112
Center for Financial Planning
Michigan
$41
SIC
113
SJS Investment Consulting
Ohio
$41
HIA
114
HFM Investment Advisors
New Jersey
$27
DF
115
Dunhill Financial
United Kingdom
$11 +$12 +1 New
GAMC
116
Garner Asset Management Corp
Texas
-$3.39M -281,825 Closed
SFM
117
Soros Fund Management
New York
-$1.24M -102,611 Closed
GFG
118
Goldstone Financial Group
Illinois
-$226K -18,732 Closed
EC
119
EntryPoint Capital
New York
-$224K -18,571 Closed
CA
120
Clearstead Advisors
Ohio
-$13.6K -1,127 Closed
Comerica Bank
121
Comerica Bank
Texas
-$10.6K -882 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$1.58K -131 Closed
WANY
123
Wealthspire Advisors (New York)
New York
-$12 -1 Closed