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NewMarket

Name Holding Trade Value Shares
Change
Change in
Stake
Rossby Financial
401
Rossby Financial
Florida
$3.96K – – –
Bogart Wealth LLC
402
Bogart Wealth LLC
Virginia
$3.16K +$2.16K +3 +300%
Cornerstone Financial Management
403
Cornerstone Financial Management
Massachusetts
$2.37K – – –
Physician Wealth Advisors
404
Physician Wealth Advisors
Utah
$2.37K – – –
Alpine Bank Wealth Management
405
Alpine Bank Wealth Management
Colorado
$2.37K +$2.16K +3 New
Creative Capital Management Investments
406
Creative Capital Management Investments
California
$2.37K +$2.16K +3 New
Silver Grove Financial Group
407
Silver Grove Financial Group
New York
$2.37K +$2.16K +3 New
Manchester Capital Management
408
Manchester Capital Management
Vermont
$1.58K – – –
Rialto Wealth Management
409
Rialto Wealth Management
New York
$1.58K +$721 +1 +100%
JPL Wealth Management
410
JPL Wealth Management
Colorado
$1.58K +$1.44K +2 New
Harbour Investments
411
Harbour Investments
Wisconsin
$1.58K – – –
AmeriFlex Group
412
AmeriFlex Group
Nevada
$1.58K +$1.44K +2 New
First Command Advisory Services
413
First Command Advisory Services
Texas
$1.58K +$1.44K +2 New
Prestige Wealth Management Group
414
Prestige Wealth Management Group
New Jersey
$795 – – –
Bay Harbor Wealth Management
415
Bay Harbor Wealth Management
Maryland
$794 – – –
Elevation Wealth Partners
416
Elevation Wealth Partners
California
$792 – – –
TFC Financial Management
417
TFC Financial Management
Massachusetts
$792 – – –
HFM Investment Advisors
418
HFM Investment Advisors
New Jersey
$792 +$721 +1 New
Bruce G. Allen Investments
419
Bruce G. Allen Investments
Colorado
$791 – – –
Huntington National Bank
420
Huntington National Bank
Ohio
$791 – – –
USA Financial Formulas
421
USA Financial Formulas
Michigan
$791 – – –
SBI Securities
422
SBI Securities
Japan
$791 +$721 +1 New
DecisionPoint Financial
423
DecisionPoint Financial
Arizona
$786 +$721 +1 New
Weiss Asset Management
424
Weiss Asset Management
Massachusetts
– -$13.5M -21,001 Closed
Schroder Investment Management Group
425
Schroder Investment Management Group
United Kingdom
– -$5.7M -9,068 Closed