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HTO

H2O America
HTO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
251
Root Financial Partners
California
$2.4K – – –
C
252
Covestor
United Kingdom
$2K -$96 -2 -4%
RIL
253
Rothschild Investment LLC
Illinois
$1.86K -$480 -10 -21%
MCM
254
MAI Capital Management
Ohio
$1.52K +$1.01K +21 +210%
SG
255
Sankala Group
Colorado
$1.45K +$1.29K +27 New
SIS
256
Sound Income Strategies
Florida
$1.24K +$1.1K +23 New
BFS
257
Bare Financial Services
Pennsylvania
$980 -$4.65K -97 -83%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$980 – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$980 +$527 +11 +122%
TWD
260
True Wealth Design
Ohio
$833 -$1.2K -25 -60%
MCM
261
Manchester Capital Management
Vermont
$784 -$296K -6,178 -100%
AW
262
Ankerstar Wealth
Texas
$588 +$575 +12 New
FC
263
Financial Consulate
Maryland
$539 +$527 +11 New
CFD
264
Creative Financial Designs
Indiana
$441 -$97.9K -2,041 -100%
TFA
265
Transamerica Financial Advisors
Florida
$343 -$48 -1 -13%
KFAS
266
Keating Financial Advisory Services
Kansas
$343 +$336 +7 New
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$294 – – –
FFO
268
Fortitude Family Office
Arizona
$245 -$96 -2 -29%
TFM
269
TFC Financial Management
Massachusetts
$196 +$144 +3 +300%
CA
270
Clearstead Advisors
Ohio
$147 -$12.4K -259 -99%
AWM
271
Abound Wealth Management
Tennessee
$147 – – –
SIC
272
SJS Investment Consulting
Ohio
$147 +$96 +2 +200%
GWM
273
Gilpin Wealth Management
Colorado
$147 +$144 +3 New
HIA
274
HFM Investment Advisors
New Jersey
$98 – – –
SS
275
Sunbelt Securities
Texas
$98 +$96 +2 New
9 10
11
12 13