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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$1.82K -$281 -5 -13%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$1.55K +$1.07K +19 +173%
SAM
303
Smartleaf Asset Management
Massachusetts
$1.5K -$2.3K -41 -59%
VCM
304
Versant Capital Management
Arizona
$1.29K -$899 -16 -39%
FFO
305
Fortitude Family Office
Arizona
$1.08K
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$698
BFS
307
Bare Financial Services
Pennsylvania
$619 -$337 -6 -33%
CH
308
Cromwell Holdings
Wyoming
$568
TFA
309
Transamerica Financial Advisors
Florida
$567 +$618 +11 New
SIC
310
SJS Investment Consulting
Ohio
$516
GA
311
Guerra Advisors
Florida
$516 +$562 +10 New
FFA
312
Farther Finance Advisors
California
$464 +$281 +5 +125%
ADL
313
Asset Dedication LLC
California
$310
PS
314
Principal Securities
Iowa
$309 -$2.64K -47 -89%
BHWM
315
Bay Harbor Wealth Management
Maryland
$206 +$56 +1 +33%
HIA
316
HFM Investment Advisors
New Jersey
$155 -$112 -2 -40%
RWM
317
Rialto Wealth Management
New York
$155
SS
318
SBI Securities
Japan
$52
ASN
319
Advisory Services Network
Georgia
$52 +$56 +1 New
Westfield Capital Management
320
Westfield Capital Management
Massachusetts
-$84.6M -1,310,206 Closed
DRZID
321
DePrince Race & Zollo Inc (DRZ)
Florida
-$25.4M -393,430 Closed
MFS
322
Mirabella Financial Services
United Kingdom
-$19.7M -304,747 Closed
GC
323
Gillson Capital
Illinois
-$18.8M -291,589 Closed
First Eagle Investment Management
324
First Eagle Investment Management
New York
-$12.9M -200,331 Closed
Assenagon Asset Management
325
Assenagon Asset Management
Luxembourg
-$12.8M -198,614 Closed