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JBTM

JBT Marel

Name Holding Trade Value Shares
Change
Change in
Stake
RRMM
326
Regatta Research & Money Management
Louisiana
$11.2K +$9.97K +77 New
C
327
Covestor
United Kingdom
$11K -$6.47K -50 -40%
FFA
328
Farther Finance Advisors
California
$10.1K -$254K -1,959 -97%
HWP
329
Highline Wealth Partners
California
$9.28K
CI
330
CX Institutional
Indiana
$9K
CMA
331
Cedar Mountain Advisors
Oregon
$7.11K -$518 -4 -8%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$6.96K
LI
333
LRI Investments
Florida
$6.82K
EF
334
Entrust Financial
Pennsylvania
$6.67K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$6.67K +$388 +3 +7%
KFAS
336
Keating Financial Advisory Services
Kansas
$5.8K -$129 -1 -2%
LSA
337
Leonteq Securities AG
Switzerland
$5.8K
HNW
338
High Note Wealth
Minnesota
$4.93K
BWA
339
Basecamp Wealth Advisors
Washington
$4.79K
GRP
340
Global Retirement Partners
California
$4.79K +$4.27K +33 New
CMBA
341
C.M. Bidwell & Associates
Hawaii
$4.64K
KG
342
Kilter Group
New York
$4.64K +$4.14K +32 New
PF
343
PlanVest Financial
Maryland
$4.55K
FFO
344
Fortitude Family Office
Arizona
$4.5K +$4.01K +31 New
AssetMark Inc
345
AssetMark Inc
California
$4.35K -$9.06K -70 -70%
MA
346
MCF Advisors
Kentucky
$4.35K +$3.88K +30 New
NB
347
NBH Bank
Colorado
$4.35K +$3.88K +30 New
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3.92K
JWA
349
JFS Wealth Advisors
Pennsylvania
$3.77K +$1.04K +8 +44%
SFS
350
Sunrise Financial Services
Washington
$3.63K