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Trustmark

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
251
Farther Finance Advisors
California
$1.82K -$34 -1 -2%
Farmers & Merchants Investments Inc
252
Farmers & Merchants Investments Inc
Nebraska
$1.5K – – –
TWD
253
True Wealth Design
Ohio
$1.24K – – –
Geneos Wealth Management
254
Geneos Wealth Management
Colorado
$1.2K +$1.13K +33 New
FFO
255
Fortitude Family Office
Arizona
$766 +$719 +21 New
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$474 – – –
Larson Financial Group
257
Larson Financial Group
Missouri
$438 +$205 +6 +100%
AGWCA
258
Annis Gardner Whiting Capital Advisors
Florida
$438 +$411 +12 New
EP
259
Essential Partners
California
$401 +$376 +11 New
SIC
260
SJS Investment Consulting
Ohio
$329 -$205 -6 -40%
HIA
261
HFM Investment Advisors
New Jersey
$182 +$103 +3 +150%
BHWM
262
Bay Harbor Wealth Management
Maryland
$182 +$137 +4 +400%
RWM
263
Rialto Wealth Management
New York
$110 +$103 +3 New
PWM
264
Parkworth Wealth Management
California
$109 – – –
CIAM
265
Caitong International Asset Management
Hong Kong
$73 – – –
EPCA
266
Elizabeth Park Capital Advisors
Ohio
– -$3M -87,071 Closed
ARC
267
Advisor Resource Council
Texas
– -$2.23M -64,512 Closed
CF
268
Corebridge Financial
Texas
– -$1.1M -31,782 Closed
Winton Group
269
Winton Group
United Kingdom
– -$851K -24,662 Closed
RMC
270
Resources Management Corp
Connecticut
– -$673K -19,500 Closed
FH
271
Financial Harvest
Florida
– -$846K -13,981 Closed
Susquehanna Fundamental Investments
272
Susquehanna Fundamental Investments
Pennsylvania
– -$446K -12,930 Closed
Lido Advisors
273
Lido Advisors
California
– -$340K -9,857 Closed
M1FG
274
Mach-1 Financial Group
Arkansas
– -$330K -9,562 Closed
DI
275
Diligent Investors
California
– -$300K -8,711 Closed