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Q2 Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
301
Greykasell Wealth Strategies
California
$5.05K
SHIM
302
Stone House Investment Management
Pennsylvania
$4.68K
GRP
303
Global Retirement Partners
California
$4.4K +$3.96K +47 New
MCM
304
Manchester Capital Management
Vermont
$4.31K
BBPWM
305
Blue Bell Private Wealth Management
Pennsylvania
$3.74K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$3.74K +$1.69K +20 +100%
CTC
307
Central Trust Company
Missouri
$2.62K
WSFS
308
Wilmington Savings Fund Society
Delaware
$2.53K
BIG
309
Brooklyn Investment Group
New York
$2.43K +$928 +11 +73%
BIA
310
Bell Investment Advisors
California
$1.78K
GEA
311
Glen Eagle Advisors
New Jersey
$1.69K
AssetMark Inc
312
AssetMark Inc
California
$1.69K +$169 +2 +13%
MA
313
Montag & Associates
Georgia
$1.66K
PA
314
Parallel Advisors
California
$1.4K -$3.38K -40 -73%
BFS
315
Bare Financial Services
Pennsylvania
$1.4K +$1.27K +15 New
GSWM
316
Golden State Wealth Management
California
$1.31K
SO
317
Sierra Ocean
California
$1.22K -$1.6K -19 -59%
PWA
318
Physician Wealth Advisors
Utah
$1.22K +$1.1K +13 New
AW
319
Avion Wealth
Texas
$1K +$422 +5 +42%
CFO
320
CVA Family Office
Colorado
$936
BF
321
BOK Financial
Oklahoma
$842 -$5.06K -60 -87%
RAM
322
Riggs Asset Management
Pennsylvania
$656
TCM
323
TD Capital Management
Tennessee
$562
HFS
324
Hughes Financial Services
Virginia
$453 -$591 -7 -54%
IA
325
IFP Advisors
Florida
$282 +$169 +2 +200%