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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
251
Fulcrum Asset Management
United Kingdom
$879 +$795 +22 New
APFP
252
Action Point Financial Planning
Michigan
$842 +$795 +22 New
RWM
253
Rialto Wealth Management
New York
$683
LFG
254
Larson Financial Group
Missouri
$562 -$470 -13 -48%
GRP
255
Global Retirement Partners
California
$522 +$470 +13 New
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$402
CIAM
257
Caitong International Asset Management
Hong Kong
$401 -$398 -11 -52%
SS
258
SBI Securities
Japan
$401
IAIM
259
International Assets Investment Management
Florida
$398
KG
260
Kilter Group
New York
$321
AW
261
Ankerstar Wealth
Texas
$281 +$145 +4 +133%
TFA
262
Transamerica Financial Advisors
Florida
$280
JWM
263
JPL Wealth Management
Colorado
$201 +$108 +3 +150%
PMFA
264
Plante Moran Financial Advisors
Michigan
$201 +$181 +5 New
GWM
265
Gilpin Wealth Management
Colorado
$121 +$108 +3 New
DCM
266
Davis Capital Management
Florida
$80 +$72 +2 New
BBHC
267
Brown Brothers Harriman & Co
New York
$40
HFS
268
Hughes Financial Services
Virginia
$40 +$36 +1 New
Nordea Investment Management
269
Nordea Investment Management
Sweden
-$7.3M -229,449 Closed
Wellington Management Group
270
Wellington Management Group
Massachusetts
-$6.78M -210,849 Closed
BA
271
Bridgewater Associates
Connecticut
-$3.89M -121,023 Closed
Point72 Asset Management
272
Point72 Asset Management
Connecticut
-$2.66M -82,850 Closed
BCC
273
Bridge City Capital
Oregon
-$2.08M -64,719 Closed
VF
274
Vest Financial
Virginia
-$1.21M -37,747 Closed
DS
275
DRW Securities
Illinois
-$746K -23,202 Closed