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JJSF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$1.9K +$2.08K +24 New
WTC
227
WhitTier Trust Company
Nevada
$1.85K – – –
WPA
228
Wealth Preservation Advisors
Tennessee
$1.67K +$1.82K +21 New
JWM
229
JPL Wealth Management
Colorado
$1.19K +$1.3K +15 New
SS
230
SBI Securities
Japan
$1.19K +$260 +3 +25%
CFO
231
CVA Family Office
Colorado
$1.03K +$1.13K +13 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$793 – – –
GFA
233
Godfrey Financial Associates
New York
$793 – – –
HI
234
Harbour Investments
Wisconsin
$713 +$519 +6 +200%
HNB
235
Huntington National Bank
Ohio
$555 -$18.7K -216 -97%
TWD
236
True Wealth Design
Ohio
$555 +$433 +5 +250%
HFS
237
Hughes Financial Services
Virginia
$476 -$433 -5 -45%
CPG
238
Cornerstone Planning Group
New Jersey
$431 -$433 -5 -45%
OCWP
239
Owl Creek Wealth Partners
Colorado
$397 +$433 +5 New
BFS
240
Bare Financial Services
Pennsylvania
$396 -$3.46K -40 -89%
IPS
241
Investors Portfolio Services
Washington
$355 +$433 +5 New
JWA
242
JFS Wealth Advisors
Pennsylvania
$241 – – –
KFAS
243
Keating Financial Advisory Services
Kansas
$238 – – –
TC
244
Trust Company
Kansas
$238 – – –
VWM
245
Vermillion Wealth Management
Minnesota
$159 +$173 +2 New
AWM
246
Abound Wealth Management
Tennessee
$80 – – –
WHG
247
Westwood Holdings Group
Texas
– -$37.4M -413,705 Closed
SCM
248
SG Capital Management
Illinois
– -$5.33M -58,980 Closed
EAM
249
EULAV Asset Management
Florida
– -$1.88M -20,800 Closed
EGM
250
Engineers Gate Manager
New York
– -$1.83M -20,243 Closed
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