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Newmark Group
NMRK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
276
International Assets Investment Management
Florida
$2.93K – – –
PTC
277
Private Trust Company
Ohio
$2.83K – – –
EP
278
Essential Partners
California
$1.99K -$47 -3 -2%
GFA
279
Godfrey Financial Associates
New York
$1.77K – – –
RWS
280
Retirement Wealth Solutions
Wisconsin
$1.74K -$1.32K -84 -42%
CFO
281
CVA Family Office
Colorado
$1.74K +$1.83K +116 New
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.71K -$363 -23 -17%
CA
283
CoreCap Advisors
Michigan
$1.58K – – –
SS
284
Sunbelt Securities
Texas
$1.5K – – –
FFO
285
Fortitude Family Office
Arizona
$1.36K +$899 +57 +168%
MAM
286
Marquette Asset Management
Minnesota
$1K +$1.06K +67 New
JWM
287
JPL Wealth Management
Colorado
$975 +$1.02K +65 New
SHIM
288
Stone House Investment Management
Pennsylvania
$869 +$915 +58 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$675 – – –
SS
290
SBI Securities
Japan
$540 – – –
SIC
291
SJS Investment Consulting
Ohio
$540 +$268 +17 +89%
BFS
292
Bare Financial Services
Pennsylvania
$525 -$16 -1 -3%
BIA
293
Bell Investment Advisors
California
$510 – – –
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$495 – – –
CPG
295
Cornerstone Planning Group
New Jersey
$360 +$347 +22 New
TFA
296
Transamerica Financial Advisors
Florida
$359 -$237 -15 -38%
BHWM
297
Bay Harbor Wealth Management
Maryland
$344 +$142 +9 +64%
TWD
298
True Wealth Design
Ohio
$300 – – –
TPWA
299
Twin Peaks Wealth Advisors
California
$300 +$315 +20 New
RWM
300
Rialto Wealth Management
New York
$240 +$32 +2 +14%
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