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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
426
Owl Creek Wealth Partners
Colorado
$16.9K +$5.61K +80 +52%
MWPCG
427
Measured Wealth Private Client Group
New Hampshire
$16.9K – – –
EP
428
Essential Partners
California
$15.5K -$27.6K -394 -65%
BBHC
429
Brown Brothers Harriman & Co
New York
$13.3K – – –
RF
430
Rossby Financial
Florida
$13K +$4.84K +69 +62%
TPCW
431
TD Private Client Wealth
New York
$12.9K +$491 +7 +4%
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$12.8K +$701 +10 +6%
RIL
433
Rothschild Investment LLC
Illinois
$12.6K -$41.6K -594 -77%
WA
434
WPG Advisers
Maryland
$11.4K – – –
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$11.4K +$1.05K +15 +10%
CT
436
Clearstead Trust
Maine
$10.5K +$9.47K +135 +1,227%
KFP
437
Kerr Financial Planning
California
$10.5K – – –
MAM
438
Meeder Asset Management
Ohio
$10.3K +$3.02K +43 +43%
TCOT
439
Trust Company of Toledo
Ohio
$10.2K +$841 +12 +9%
CFO
440
CVA Family Office
Colorado
$10K -$7.43K -106 -43%
SGFG
441
Silver Grove Financial Group
New York
$9.96K +$701 +10 +8%
IAS
442
IMA Advisory Services
Colorado
$9.96K +$9.68K +138 New
BW
443
Basepoint Wealth
Iowa
$9.77K -$5.19K -74 -35%
KFAS
444
Keating Financial Advisory Services
Kansas
$9.74K +$5.05K +72 +114%
TWD
445
True Wealth Design
Ohio
$9.45K -$2.81K -40 -23%
GCM
446
Gables Capital Management
Florida
$8.37K – – –
HIW
447
Holos Integrated Wealth
Pennsylvania
$8.04K – – –
FFO
448
Fortitude Family Office
Arizona
$7K +$2.17K +31 +47%
JWA
449
JFS Wealth Advisors
Pennsylvania
$6.93K -$841 -12 -11%
BF
450
BOK Financial
Oklahoma
$6.35K -$1.01M -14,422 -99%
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