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Valvoline

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$1.37K
WA
352
Westfuller Advisors
New York
$1.15K
KFAS
353
Keating Financial Advisory Services
Kansas
$1.05K +$1.16K +36 New
TFGT
354
TS Financial Group (TSFG)
Illinois
$1K
HNB
355
Huntington National Bank
Ohio
$785 -$257 -8 -23%
BCM
356
Boreal Capital Management
Florida
$697
CPG
357
Cornerstone Planning Group
New Jersey
$558 +$546 +17 New
FFO
358
Fortitude Family Office
Arizona
$552 -$546 -17 -47%
CH
359
Cromwell Holdings
Wyoming
$523
BGAI
360
Bruce G. Allen Investments
Colorado
$523 +$578 +18 New
CFD
361
Creative Financial Designs
Indiana
$494
DPW
362
DiNuzzo Private Wealth
Pennsylvania
$465 -$96 -3 -16%
CIAM
363
Caitong International Asset Management
Hong Kong
$436 -$33.2K -1,035 -99%
FHC
364
First Horizon Corporation
Tennessee
$436 +$482 +15 New
VWA
365
Valued Wealth Advisors
Utah
$352
BFS
366
Bare Financial Services
Pennsylvania
$349 -$1.38K -43 -78%
BHWM
367
Bay Harbor Wealth Management
Maryland
$348 +$96 +3 +33%
SIC
368
SJS Investment Consulting
Ohio
$291 -$96 -3 -23%
RWM
369
Rialto Wealth Management
New York
$175 -$225 -7 -54%
HIA
370
HFM Investment Advisors
New Jersey
$175 -$96 -3 -33%
MCM
371
Manchester Capital Management
Vermont
$146
TPCW
372
TD Private Client Wealth
New York
$145 +$161 +5 New
DF
373
Dunhill Financial
United Kingdom
$94 +$96 +3 New
SC
374
Sculptor Capital
New York
-$71.8M -2,000,000 Closed
BCPEMI
375
Bain Capital Public Equity Management II
Massachusetts
-$26.3M -731,871 Closed