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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
SJS Investment Consulting
Ohio
$1.55K – – –
AssetMark Inc
302
AssetMark Inc
California
$1.54K -$1.26K -12 -57%
Farmers & Merchants Investments Inc
303
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
MAM
304
Marquette Asset Management
Minnesota
$1.37K – – –
HFS
305
Hughes Financial Services
Virginia
$1.37K +$527 +5 +167%
PTC
306
Private Trust Company
Ohio
$1.03K – – –
C
307
Covestor
United Kingdom
$1K -$50.8K -482 -99%
TWD
308
True Wealth Design
Ohio
$859 -$422 -4 -44%
Ameritas Advisory Services
309
Ameritas Advisory Services
Nebraska
$858 +$527 +5 New
PMFA
310
Plante Moran Financial Advisors
Michigan
$858 +$527 +5 New
CFO
311
CVA Family Office
Colorado
$687 -$105 -1 -20%
JWA
312
JFS Wealth Advisors
Pennsylvania
$687 +$316 +3 +300%
PWA
313
Physician Wealth Advisors
Utah
$687 +$422 +4 New
GWM
314
Gilpin Wealth Management
Colorado
$515 – – –
APFP
315
Action Point Financial Planning
Michigan
$344 +$211 +2 New
Clearstead Advisors
316
Clearstead Advisors
Ohio
$344 +$211 +2 New
AW
317
Ankerstar Wealth
Texas
$343 -$105 -1 -33%
CMA
318
Cedar Mountain Advisors
Oregon
$343 +$211 +2 New
DF
319
DecisionPoint Financial
Arizona
$176 – – –
AWM
320
Abound Wealth Management
Tennessee
$172 +$105 +1 New
CoreCap Advisors
321
CoreCap Advisors
Michigan
$172 +$105 +1 New
CCMI
322
Creative Capital Management Investments
California
$172 +$105 +1 New
DCM
323
Davis Capital Management
Florida
$172 +$105 +1 New
LI
324
LRI Investments
Florida
$172 +$105 +1 New
PA
325
Proem Advisors
Texas
– -$4.32M -68,232 Closed