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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$2.6K
GRP
302
Global Retirement Partners
California
$2.46K -$17.7K -131 -89%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$2.44K +$1.62K +12 +240%
HNW
304
High Note Wealth
Minnesota
$2.31K -$1.89K -14 -47%
AssetMark Inc
305
AssetMark Inc
California
$2.17K +$1.49K +11 +275%
CT
306
Clearstead Trust
Maine
$1.88K
RWS
307
Retirement Wealth Solutions
Wisconsin
$1.88K +$1.76K +13 New
FFO
308
Fortitude Family Office
Arizona
$1.45K +$135 +1 +11%
SS
309
SBI Securities
Japan
$1.01K
CAL
310
Capital Advisors Ltd
Ohio
$1K
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$1K
BIA
312
Bell Investment Advisors
California
$869 -$811 -6 -50%
GEA
313
Glen Eagle Advisors
New Jersey
$868
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$823
RWM
315
Raffa Wealth Management
District of Columbia
$723 +$675 +5 New
RF
316
Rossby Financial
Florida
$583 +$540 +4 New
CFO
317
CVA Family Office
Colorado
$579
SIC
318
SJS Investment Consulting
Ohio
$579
KG
319
Kilter Group
New York
$435 +$405 +3 New
RWM
320
Rialto Wealth Management
New York
$290 -$540 -4 -67%
AWM
321
Abound Wealth Management
Tennessee
$290
LFG
322
Larson Financial Group
Missouri
$289 -$405 -3 -60%
HIA
323
HFM Investment Advisors
New Jersey
$289
BHWM
324
Bay Harbor Wealth Management
Maryland
$144
CCMG
325
Clark Capital Management Group
Pennsylvania
-$6.89M -50,918 Closed