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McGrath RentCorp

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
Bare Financial Services
Pennsylvania
$2.78K – – –
APW
252
Aventura Private Wealth
Florida
$2.42K -$2.04K -18 -47%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$2.18K -$2.95K -26 -59%
IA
254
IFP Advisors
Florida
$2.18K -$454 -4 -18%
KFAS
255
Keating Financial Advisory Services
Kansas
$2.06K +$1.14K +10 +143%
FFO
256
Fortitude Family Office
Arizona
$1.94K +$227 +2 +14%
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.82K – – –
EP
258
Essential Partners
California
$1.81K -$2.38K -21 -58%
BIA
259
Bell Investment Advisors
California
$1.7K -$795 -7 -33%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$1.69K – – –
GRP
261
Global Retirement Partners
California
$1.45K +$1.36K +12 New
MAFA
262
MJT & Associates Financial Advisory
Minnesota
$1.33K +$1.25K +11 New
ZBNA
263
Zions Bancorporation, National Association
Utah
$968 +$568 +5 +167%
APFP
264
Action Point Financial Planning
Michigan
$968 +$909 +8 New
CCMI
265
Creative Capital Management Investments
California
$968 +$909 +8 New
CA
266
Clearstead Advisors
Ohio
$848 -$703K -6,187 -100%
HIA
267
HFM Investment Advisors
New Jersey
$848 +$568 +5 +250%
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$727 -$114 -1 -14%
HFS
269
Hughes Financial Services
Virginia
$484 +$227 +2 +100%
RWM
270
Rialto Wealth Management
New York
$364 +$114 +1 +50%
BHWM
271
Bay Harbor Wealth Management
Maryland
$121 – – –
LI
272
LRI Investments
Florida
$121 +$114 +1 New
DF
273
DecisionPoint Financial
Arizona
$120 +$114 +1 New
EC
274
Eminence Capital
New York
– -$88.9M -805,829 Closed
HRCM
275
Hawk Ridge Capital Management
California
– -$53.7M -486,876 Closed