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Trustmark
TRMK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
251
High Note Wealth
Minnesota
$5.93K – – –
CFO
252
CVA Family Office
Colorado
$5.43K +$847 +19 +19%
KFAS
253
Keating Financial Advisory Services
Kansas
$4.83K +$45 +1 +1%
S
254
SignatureFD
Georgia
$4.79K – – –
TWD
255
True Wealth Design
Ohio
$4.42K -$1.47K -33 -26%
QL
256
Quarry LP
New York
$4.42K +$4.28K +96 New
FAM
257
Fulcrum Asset Management
United Kingdom
$4.33K +$4.19K +94 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$4K +$446 +10 +13%
VWA
259
Valued Wealth Advisors
Utah
$3.91K +$1.25K +28 +49%
LFG
260
Larson Financial Group
Missouri
$3.68K – – –
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$3.08K – – –
ADL
262
Asset Dedication LLC
California
$2.94K – – –
TCM
263
TD Capital Management
Tennessee
$2.88K +$45 +1 +2%
FFO
264
Fortitude Family Office
Arizona
$2.58K +$89 +2 +4%
APFP
265
Action Point Financial Planning
Michigan
$2.02K +$2.05K +46 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.47K – – –
CA
267
Clearstead Advisors
Ohio
$1.33K +$1.29K +29 New
CCMI
268
Creative Capital Management Investments
California
$1.15K +$1.11K +25 New
C
269
Covestor
United Kingdom
$1K +$446 +10 +250%
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$599 – – –
BHWM
271
Bay Harbor Wealth Management
Maryland
$598 +$89 +2 +18%
PMFA
272
Plante Moran Financial Advisors
Michigan
$598 +$579 +13 New
GWM
273
Gilpin Wealth Management
Colorado
$553 – – –
RWM
274
Rialto Wealth Management
New York
$507 +$134 +3 +38%
HIA
275
HFM Investment Advisors
New Jersey
$461 +$223 +5 +100%
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