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Marcus & Millichap

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Salomon & Ludwin
Virginia
$8.5K
SIC
152
SJS Investment Consulting
Ohio
$8.04K +$6.37K +222 +617%
GRP
153
Global Retirement Partners
California
$7.98K +$7.34K +256 New
SC
154
SouthState Corp
Florida
$5.7K
CI
155
CX Institutional
Indiana
$5K -$5.97M -208,130 -100%
Optiver Holding
156
Optiver Holding
Netherlands
$4.99K +$2.75K +96 +150%
LFG
157
Larson Financial Group
Missouri
$4.89K +$201 +7 +5%
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$3.93K -$458K -15,985 -99%
S
159
SignatureFD
Georgia
$3.58K -$602 -21 -15%
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$3.46K +$803 +28 +34%
Osaic Holdings
161
Osaic Holdings
Arizona
$2.96K -$93.6K -3,263 -97%
BWA
162
Basecamp Wealth Advisors
Washington
$2.43K +$459 +16 +26%
TWD
163
True Wealth Design
Ohio
$2.4K +$1.18K +41 +114%
CA
164
Clearstead Advisors
Ohio
$1.62K +$1.49K +52 New
BAM
165
Bellevue Asset Management
Washington
$1.43K +$1.32K +46 New
BFS
166
Bare Financial Services
Pennsylvania
$1.22K -$2.29K -80 -67%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$1.05K -$6.28K -219 -87%
CMA
168
Cedar Mountain Advisors
Oregon
$935 +$57 +2 +7%
SHIM
169
Stone House Investment Management
Pennsylvania
$748 +$688 +24 New
BIA
170
Bell Investment Advisors
California
$624
CA
171
CoreCap Advisors
Michigan
$623 +$573 +20 New
PWA
172
Physician Wealth Advisors
Utah
$562 -$516 -18 -50%
QL
173
Quarry LP
New York
$499 +$459 +16 New
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$468
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$468