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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
376
Bell Investment Advisors
California
$7.11K – – –
HNW
377
High Note Wealth
Minnesota
$6.54K – – –
KG
378
Kilter Group
New York
$6.54K +$182 +1 +3%
Pacer Advisors
379
Pacer Advisors
Pennsylvania
$6K +$547 +3 +10%
TWD
380
True Wealth Design
Ohio
$5.96K – – –
APFP
381
Action Point Financial Planning
Michigan
$5.38K +$5.83K +32 New
OCWP
382
Owl Creek Wealth Partners
Colorado
$5.19K – – –
EP
383
Essential Partners
California
$4.61K -$1.64K -9 -27%
MFT
384
Moisand Fitzgerald Tamayo
Florida
$4.61K – – –
IAS
385
IMA Advisory Services
Colorado
$4.61K +$1.46K +8 +50%
HNB
386
Huntington National Bank
Ohio
$4.47K +$364 +2 +9%
S
387
Sachetta
Massachusetts
$4.23K – – –
KFA
388
Kelleher Financial Advisors
New York
$3.65K +$3.46K +19 New
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$3.08K -$364 -2 -11%
CCMI
390
Creative Capital Management Investments
California
$3.08K +$2.92K +16 New
JWM
391
JPL Wealth Management
Colorado
$2.88K – – –
RWM
392
Rialto Wealth Management
New York
$2.88K +$729 +4 +36%
WBWA
393
William B. Walkup & Associates
South Carolina
$2.88K +$2.73K +15 New
PWMG
394
Private Wealth Management Group
New Jersey
$2.69K – – –
RF
395
Rossby Financial
Florida
$2.69K +$182 +1 +8%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$2.5K -$3.1K -17 -57%
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$2.31K – – –
MCM
398
Manchester Capital Management
Vermont
$2.31K – – –
PWMG
399
Prestige Wealth Management Group
New Jersey
$2.31K – – –
SIC
400
SJS Investment Consulting
Ohio
$2.31K – – –