MED icon

Medifast

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Coldstream Capital Management
Washington
$1.5K +$1.67K +111 New
AAG
102
Armstrong Advisory Group
Massachusetts
$1.46K – – –
WIM
103
Westside Investment Management
California
$1.21K – – –
RIL
104
Rothschild Investment LLC
Illinois
$1.21K +$300 +20 +29%
C
105
Covestor
United Kingdom
$1K -$406 -27 -29%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$944 +$1.05K +70 New
MCM
107
MAI Capital Management
Ohio
$826 +$916 +61 New
PA
108
PSI Advisors
Florida
$607 – – –
AAP
109
Arax Advisory Partners
Colorado
$607 +$30 +2 +5%
TWD
110
True Wealth Design
Ohio
$540 -$1.13K -75 -65%
SC
111
SouthState Corp
Florida
$472 +$526 +35 New
CWP
112
Concord Wealth Partners
Virginia
$445 – – –
W
113
WealthCollab
Washington
$364 -$7.64K -509 -95%
TIM
114
Tortoise Investment Management
New York
$337 – – –
NA
115
NewEdge Advisors
Louisiana
$297 +$330 +22 New
YAL
116
Your Advocates Ltd
Texas
$231 -$150 -10 -37%
SFGP
117
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$216 – – –
CAM
118
Creekmur Asset Management
Illinois
$175 – – –
PWMG
119
Private Wealth Management Group
New Jersey
$162 +$180 +12 New
CPG
120
Cornerstone Planning Group
New Jersey
$145 -$30 -2 -14%
GJIA
121
Glass Jacobson Investment Advisors
Maryland
$124 – – –
IA
122
IFP Advisors
Florida
$108 – – –
PWA
123
Principia Wealth Advisory
Texas
$79 – – –
LFG
124
Larson Financial Group
Missouri
$40 – – –
Hotchkis & Wiley Capital Management
125
Hotchkis & Wiley Capital Management
California
– -$5.2M -294,880 Closed