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Scholar Rock
SRRK

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
276
Global Retirement Partners
California
$9.4K +$8.26K +171 New
C
277
Covestor
United Kingdom
$9K +$7.29K +151 +3,775%
TWD
278
True Wealth Design
Ohio
$6.71K -$386 -8 -6%
RF
279
Rossby Financial
Florida
$5.78K -$145 -3 -3%
TWC
280
TD Waterhouse Canada
Ontario, Canada
$5.28K – – –
JSAM
281
J. Safra Asset Management
New York
$4.29K +$3.77K +78 New
SHIM
282
Stone House Investment Management
Pennsylvania
$3.25K +$2.85K +59 New
SIS
283
Strategic Investment Solutions
Illinois
$2.42K +$2.13K +44 New
SG
284
Sankala Group
Colorado
$2.23K – – –
CIAM
285
Caitong International Asset Management
Hong Kong
$2.04K -$876K -18,136 -100%
KFAS
286
Keating Financial Advisory Services
Kansas
$2.04K +$870 +18 +95%
FFO
287
Fortitude Family Office
Arizona
$1.65K – – –
BFS
288
Bare Financial Services
Pennsylvania
$1.65K +$338 +7 +30%
SIC
289
SJS Investment Consulting
Ohio
$1.49K +$483 +10 +59%
BIA
290
Bell Investment Advisors
California
$1.38K – – –
JWM
291
JPL Wealth Management
Colorado
$1.38K – – –
CFD
292
Creative Financial Designs
Indiana
$1.1K – – –
SGFG
293
Silver Grove Financial Group
New York
$1.1K +$966 +20 New
APFP
294
Action Point Financial Planning
Michigan
$1.04K +$966 +20 New
BWS
295
Buck Wealth Strategies
Colorado
$935 +$821 +17 New
HNB
296
Huntington National Bank
Ohio
$825 – – –
AFC
297
Ares Financial Consulting
California
$605 +$531 +11 New
CFO
298
CVA Family Office
Colorado
$605 +$531 +11 New
PWA
299
Physician Wealth Advisors
Utah
$605 +$531 +11 New
FC
300
Financial Consulate
Maryland
$550 – – –
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