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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
351
Bogart Wealth LLC
Virginia
$824 +$276 +2 +67%
BFS
352
Bare Financial Services
Pennsylvania
$659 -$1.93K -14 -78%
JWA
353
JFS Wealth Advisors
Pennsylvania
$659 -$827 -6 -60%
TFM
354
TFC Financial Management
Massachusetts
$659 – – –
FC
355
Financial Consulate
Maryland
$659 +$413 +3 +300%
MAM
356
Marquette Asset Management
Minnesota
$659 +$551 +4 New
CA
357
CoreCap Advisors
Michigan
$494 – – –
RF
358
Rossby Financial
Florida
$494 +$138 +1 +50%
KG
359
Kilter Group
New York
$330 +$276 +2 New
FFO
360
Fortitude Family Office
Arizona
$329 -$138 -1 -33%
CH
361
Cromwell Holdings
Wyoming
$329 – – –
APFP
362
Action Point Financial Planning
Michigan
$329 +$276 +2 New
AWM
363
Angeles Wealth Management
California
$329 +$276 +2 New
KFAS
364
Keating Financial Advisory Services
Kansas
$165 -$689 -5 -83%
SWP
365
Strategic Wealth Partners
Ohio
$165 -$138 -1 -50%
SWM
366
SHP Wealth Management
Massachusetts
$165 – – –
TPCW
367
TD Private Client Wealth
New York
$165 – – –
VWA
368
Valued Wealth Advisors
Utah
$165 – – –
CCMI
369
Creative Capital Management Investments
California
$165 +$138 +1 New
LI
370
LRI Investments
Florida
$165 +$138 +1 New
SHIM
371
Stone House Investment Management
Pennsylvania
$165 +$138 +1 New
AssetMark Inc
372
AssetMark Inc
California
$40 – – –
Capital Research Global Investors
373
Capital Research Global Investors
California
– -$47.6M -340,523 Closed
WCM Investment Management
374
WCM Investment Management
California
– -$12.7M -96,298 Closed
HMCP
375
Hook Mill Capital Partners
New York
– -$10.2M -72,648 Closed