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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
451
Fortitude Family Office
Arizona
$6.74K – – –
AF
452
Advisornet Financial
Minnesota
$6.58K -$2.69K -16 -29%
CFD
453
Creative Financial Designs
Indiana
$6.42K – – –
PCM
454
Penserra Capital Management
California
$6K – – –
FHA
455
First Horizon Advisors
Tennessee
$5.61K – – –
BIA
456
Bell Investment Advisors
California
$5.29K – – –
HFM
457
Harvest Fund Management
China
$5K -$6.57K -39 -57%
JWA
458
JFS Wealth Advisors
Pennsylvania
$4.97K -$1.68K -10 -24%
MCM
459
MAI Capital Management
Ohio
$4.17K +$4.38K +26 New
BIG
460
Brooklyn Investment Group
New York
$4.01K +$4.21K +25 New
HFS
461
Hopwood Financial Services
Virginia
$3.69K +$3.87K +23 New
AAP
462
Arax Advisory Partners
Colorado
$3.66K -$3.03K -18 -44%
RWS
463
Retirement Wealth Solutions
Wisconsin
$3.26K +$3.54K +21 New
BWL
464
Bogart Wealth LLC
Virginia
$3.05K – – –
HWM
465
Hemington Wealth Management
Virginia
$3K – – –
CFB
466
Cullen/Frost Bankers
Texas
$2.89K – – –
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89K – – –
AFG
468
Albion Financial Group
Utah
$2.73K +$2.86K +17 New
IHWM
469
Iron Horse Wealth Management
Iowa
$2.73K – – –
CAM
470
Creekmur Asset Management
Illinois
$2.41K – – –
CFGS
471
Concourse Financial Group Securities
Alabama
$2.14K – – –
AIM
472
Anchor Investment Management
South Carolina
$1.93K – – –
HT
473
Headlands Technologies
Illinois
$1.76K -$842K -4,999 -100%
VWM
474
Venturi Wealth Management
Texas
$1.28K +$1.35K +8 New
CFO
475
CVA Family Office
Colorado
$1.28K – – –
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19
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