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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bare Financial Services
Pennsylvania
$659 -$1.93K -14 -78%
JWA
352
JFS Wealth Advisors
Pennsylvania
$659 -$827 -6 -60%
TFM
353
TFC Financial Management
Massachusetts
$659
FC
354
Financial Consulate
Maryland
$659 +$413 +3 +300%
MAM
355
Marquette Asset Management
Minnesota
$659 +$551 +4 New
CA
356
CoreCap Advisors
Michigan
$494
RF
357
Rossby Financial
Florida
$494 +$138 +1 +50%
KG
358
Kilter Group
New York
$330 +$276 +2 New
FFO
359
Fortitude Family Office
Arizona
$329 -$138 -1 -33%
CH
360
Cromwell Holdings
Wyoming
$329
APFP
361
Action Point Financial Planning
Michigan
$329 +$276 +2 New
AWM
362
Angeles Wealth Management
California
$329 +$276 +2 New
KFAS
363
Keating Financial Advisory Services
Kansas
$165 -$689 -5 -83%
SWP
364
Strategic Wealth Partners
Ohio
$165 -$138 -1 -50%
SWM
365
SHP Wealth Management
Massachusetts
$165
TPCW
366
TD Private Client Wealth
New York
$165
VWA
367
Valued Wealth Advisors
Utah
$165
CCMI
368
Creative Capital Management Investments
California
$165 +$138 +1 New
LI
369
LRI Investments
Florida
$165 +$138 +1 New
SHIM
370
Stone House Investment Management
Pennsylvania
$165 +$138 +1 New
AssetMark Inc
371
AssetMark Inc
California
$40
Capital Research Global Investors
372
Capital Research Global Investors
California
-$47.6M -340,523 Closed
WCM Investment Management
373
WCM Investment Management
California
-$12.7M -96,298 Closed
HMCP
374
Hook Mill Capital Partners
New York
-$10.2M -72,648 Closed
Squarepoint
375
Squarepoint
New York
-$8.2M -59,482 Closed