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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.36K
FWM
402
FSA Wealth Management
Massachusetts
$2.36K
LFG
403
Larson Financial Group
Missouri
$2.36K
BIG
404
Brooklyn Investment Group
New York
$2.36K +$356 +1 +20%
KA
405
Kozak & Associates
Colorado
$2.03K
TFGT
406
TS Financial Group (TSFG)
Illinois
$2K
EBA
407
Eagle Bay Advisors
New York
$1.97K -$356 -1 -17%
DPW
408
DiNuzzo Private Wealth
Pennsylvania
$1.97K
EWA
409
EverSource Wealth Advisors
Alabama
$1.57K -$711 -2 -33%
LSA
410
Leonteq Securities AG
Switzerland
$1.57K +$711 +2 +100%
HCP
411
Hexagon Capital Partners
Arkansas
$1.57K +$1.07K +3 +300%
SIC
412
SJS Investment Consulting
Ohio
$1.18K -$356 -1 -25%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K
CAL
414
Capital Advisors Ltd
Ohio
$1K
RTC
415
Riverview Trust Company
Washington
$787
GWM
416
Geneos Wealth Management
Colorado
$787 +$711 +2 New
AssetMark Inc
417
AssetMark Inc
California
$488 +$356 +1 New
HWM
418
HighMark Wealth Management
Minnesota
$394
QC
419
Quent Capital
New York
$394
VWA
420
Valued Wealth Advisors
Utah
$394
GFPC
421
Global Financial Private Client
Florida
$394 +$356 +1 New
KBFS
422
Kohmann Bosshard Financial Services
Ohio
$394 +$356 +1 New
PWM
423
Parkworth Wealth Management
California
$394 +$356 +1 New
HHGA
424
Halbert Hargrove Global Advisors
California
$19
Select Equity Group
425
Select Equity Group
New York
-$48.5M -144,966 Closed