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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$37K
QCG
152
Quadrant Capital Group
Ohio
$25.7K
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$23.7K +$1.49K +4 +7%
AAP
154
Arax Advisory Partners
Colorado
$21.8K -$372 -1 -2%
PA
155
Parallel Advisors
California
$21.4K +$744 +2 +4%
S
156
SignatureFD
Georgia
$17.6K
BWP
157
Baldwin Wealth Partners
Massachusetts
$14.9K +$14.5K +39 New
CFGS
158
Concourse Financial Group Securities
Alabama
$13.4K -$372 -1 -3%
CA
159
Clearstead Advisors
Ohio
$12.3K
GRP
160
Global Retirement Partners
California
$11.5K +$10.8K +29 +2,900%
CIAS
161
CBIZ Investment Advisory Services
Ohio
$10.7K +$744 +2 +8%
Osaic Holdings
162
Osaic Holdings
Arizona
$7.67K +$744 +2 +11%
GM
163
GeoWealth Management
Illinois
$7.28K +$7.07K +19 New
PS
164
Principal Securities
Iowa
$6.13K +$744 +2 +14%
SCM
165
Sterling Capital Management
North Carolina
$3.83K +$3.72K +10 New
GI
166
GAMMA Investing
California
$3.45K
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
$3.06K
AF
168
Allworth Financial
California
$2.68K
TWD
169
True Wealth Design
Ohio
$2.68K +$2.6K +7 New
HWM
170
Hemington Wealth Management
Virginia
$2K +$2.98K +8 New
AA
171
Ancora Advisors
Ohio
$1.92K
CPA
172
Capital Performance Advisors
California
$1.92K +$1.86K +5 New
GWM
173
Geneos Wealth Management
Colorado
$1.53K +$1.49K +4 New
RIL
174
Rothschild Investment LLC
Illinois
$1.15K +$744 +2 +200%
TFM
175
TFC Financial Management
Massachusetts
$383