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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
601
Standard Family Office
South Dakota
$2K
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.43K +65 +295%
TVWM
603
Tower View Wealth Management
Wisconsin
$1K -$1.24M -56,404 -100%
BBPWM
604
Blue Bell Private Wealth Management
Pennsylvania
$1K -$548 -25 -36%
ADL
605
Asset Dedication LLC
California
$1K
EIP
606
Ellis Investment Partners
Pennsylvania
$1K
FMP
607
Financial Management Professionals
Texas
$1K
HFM
608
Hartford Financial Management
Connecticut
$1K
HCP
609
Hexagon Capital Partners
Arkansas
$1K
IFAM
610
Institutional & Family Asset Management
Colorado
$1K
MTIC
611
Missouri Trust & Investment Company
Missouri
$1K
PWMG
612
Prestige Wealth Management Group
New Jersey
$1K
SWM
613
Sugarloaf Wealth Management
Georgia
$1K
WWM
614
Wolff Wiese Magana
California
$1K
TCM
615
Tradewinds Capital Management
Washington
$1K +$219 +10 +20%
SC
616
Schubert & Co
Texas
$1K +$548 +25 +119%
BHWM
617
Beaird Harris Wealth Management
Texas
$1K +$592 +27 New
VWM
618
Valley Wealth Managers
New Jersey
$1K +$790 +36 New
ARS
619
Adirondack Retirement Specialists
New York
$1K +$877 +40 New
CB
620
Community Bank
New York
$1K +$1.23K +56 New
KFS
621
Kelly Financial Services
Massachusetts
$862
FP
622
Financial Perspectives
Minnesota
$233
JMF
623
Johnson Midwest Financial
Iowa
$2
Select Equity Group
624
Select Equity Group
New York
-$66.1M -3,641,049 Closed
Pacer Advisors
625
Pacer Advisors
Pennsylvania
-$23.8M -1,309,910 Closed