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Merit Medical Systems
MMSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
376
Cornerstone Financial Management
Massachusetts
$1.03K +$547 +7 +88%
FFO
377
Fortitude Family Office
Arizona
$896 -$156 -2 -13%
BIA
378
Bell Investment Advisors
California
$828 -$2.11K -27 -69%
RWM
379
Rialto Wealth Management
New York
$828 +$156 +2 +20%
MAM
380
Marquette Asset Management
Minnesota
$828 +$937 +12 New
DPW
381
DiNuzzo Private Wealth
Pennsylvania
$759 +$156 +2 +22%
TM
382
Torren Management
California
$689 -$32.8K -420 -98%
CFD
383
Creative Financial Designs
Indiana
$620 – – –
WA
384
Whipplewood Advisors
Colorado
$620 +$703 +9 New
WA
385
Westfuller Advisors
New York
$610 -$625 -8 -47%
SIC
386
SJS Investment Consulting
Ohio
$552 +$312 +4 +100%
EP
387
Essential Partners
California
$551 -$703 -9 -53%
SIS
388
Sound Income Strategies
Florida
$546 -$3.52K -45 -85%
PWA
389
Physician Wealth Advisors
Utah
$414 +$469 +6 New
JWM
390
JPL Wealth Management
Colorado
$345 +$391 +5 New
IPS
391
Investors Portfolio Services
Washington
$313 +$391 +5 New
BWA
392
Basecamp Wealth Advisors
Washington
$207 -$469 -6 -67%
HIA
393
HFM Investment Advisors
New Jersey
$207 +$78 +1 +50%
HFS
394
Hughes Financial Services
Virginia
$207 +$78 +1 +50%
SS
395
SBI Securities
Japan
$207 +$156 +2 +200%
BHWM
396
Bay Harbor Wealth Management
Maryland
$206 -$156 -2 -40%
DF
397
Dunhill Financial
United Kingdom
$85 – – –
TFM
398
TFC Financial Management
Massachusetts
$69 – – –
TC
399
Truvestments Capital
Florida
$69 +$78 +1 New
VWM
400
Vermillion Wealth Management
Minnesota
$69 +$78 +1 New
14 15
16
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