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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$585 -$2.63K -211 -81%
BIA
202
Bell Investment Advisors
California
$517 +$562 +45 New
MAM
203
Marquette Asset Management
Minnesota
$506 +$549 +44 New
SS
204
SBI Securities
Japan
$448 +$37 +3 +8%
BTI
205
Blue Trust Inc
Georgia
$436
KFI
206
Key Financial Inc
Pennsylvania
$402
CPG
207
Cornerstone Planning Group
New Jersey
$398
CA
208
Clearstead Advisors
Ohio
$265 +$287 +23 New
CFO
209
CVA Family Office
Colorado
$253 -$100 -8 -27%
EC
210
Elequin Capital
New York
$230 +$62 +5 +33%
TFA
211
Transamerica Financial Advisors
Florida
$195 +$112 +9 +113%
SIC
212
SJS Investment Consulting
Ohio
$115 +$125 +10 New
MWA
213
Medallion Wealth Advisors
Connecticut
$80 +$87 +7 New
CCMI
214
Creative Capital Management Investments
California
$69 +$75 +6 New
HIA
215
HFM Investment Advisors
New Jersey
$35 +$37 +3 New
KFAS
216
Keating Financial Advisory Services
Kansas
$23 -$112 -9 -82%
JWA
217
JFS Wealth Advisors
Pennsylvania
$23 -$12 -1 -33%
DF
218
DecisionPoint Financial
Arizona
$13 +$12 +1 New
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$12
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$11 -$2.71K -217 -100%
HFS
221
Hughes Financial Services
Virginia
$11 -$12 -1 -50%
APFP
222
Action Point Financial Planning
Michigan
$11 +$12 +1 New
LI
223
LRI Investments
Florida
$11 +$12 +1 New
Hudson Bay Capital Management
224
Hudson Bay Capital Management
Connecticut
-$11.9M -1,000,000 Closed
Jennison Associates
225
Jennison Associates
New York
-$11.7M -982,230 Closed