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Repligen

Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
Montag & Associates
Georgia
$1.17K -$123 -1 -10%
AssetMark Inc
452
AssetMark Inc
California
$1.09K -$2.33K -19 -70%
SC
453
SouthState Corp
Florida
$1.09K +$491 +4 +100%
CFM
454
Cornerstone Financial Management
Massachusetts
$1.09K +$983 +8 New
PWA
455
Physician Wealth Advisors
Utah
$1.09K +$983 +8 New
HFS
456
Hughes Financial Services
Virginia
$955 +$369 +3 +75%
SEP
457
Signature Equity Partners
Ohio
$819 -$860 -7 -54%
SWM
458
SHP Wealth Management
Massachusetts
$819 +$246 +2 +50%
AG
459
AmeriFlex Group
Nevada
$819 +$737 +6 New
VCM
460
Versant Capital Management
Arizona
$819 +$737 +6 New
APFP
461
Action Point Financial Planning
Michigan
$818 +$737 +6 New
RWM
462
Rialto Wealth Management
New York
$683 +$614 +5 New
PWA
463
Principia Wealth Advisory
Texas
$682 +$369 +3 +150%
AIM
464
Anchor Investment Management
South Carolina
$682 +$614 +5 New
MWM
465
Mascoma Wealth Management
New Hampshire
$682 +$614 +5 New
AIS
466
Advocate Investing Services
Maryland
$546 – – –
AWM
467
Activest Wealth Management
Florida
$546 +$491 +4 New
FFO
468
Fortitude Family Office
Arizona
$546 +$491 +4 New
JWA
469
JFS Wealth Advisors
Pennsylvania
$546 +$491 +4 New
DF
470
Dunhill Financial
United Kingdom
$545 – – –
S
471
Sachetta
Massachusetts
$410 -$246 -2 -40%
BIA
472
Bell Investment Advisors
California
$410 – – –
MCM
473
MV Capital Management
Maryland
$410 +$123 +1 +50%
RWM
474
Raffa Wealth Management
District of Columbia
$409 – – –
CCMI
475
Creative Capital Management Investments
California
$409 +$369 +3 New