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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WealthCollab
Washington
$35.2K -$5.13K -12 -12%
PWPS
177
Pinnacle Wealth Planning Services
Ohio
$30.4K +$32.1K +75 New
GWM
178
Geneos Wealth Management
Colorado
$28.3K
QCG
179
Quadrant Capital Group
Ohio
$27.1K
AAP
180
Arax Advisory Partners
Colorado
$26.9K -$35.1K -82 -55%
PA
181
Parallel Advisors
California
$22.7K
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$21K +$6.42K +15 +39%
CIAS
183
CBIZ Investment Advisory Services
Ohio
$19.9K
AAM
184
Advisors Asset Management
Colorado
$17.8K
VCM
185
Versant Capital Management
Arizona
$17.4K +$428 +1 +2%
S
186
SignatureFD
Georgia
$15.8K -$2.57K -6 -13%
FFA
187
Farther Finance Advisors
California
$15.4K +$3K +7 +23%
SOW
188
State of Wyoming
Wyoming
$11.7K +$2.57K +6 +26%
US Bancorp
189
US Bancorp
Minnesota
$9.72K -$3.42K -8 -25%
CPG
190
Cornerstone Planning Group
New Jersey
$9.2K -$22.7K -53 -73%
AF
191
Allworth Financial
California
$8.5K +$6.42K +15 +250%
SWM
192
SHP Wealth Management
Massachusetts
$8.5K +$8.98K +21 New
BOJHT
193
Bank of Jackson Hole Trust
Wyoming
$8.1K
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$7.85K +$8.56K +20 New
IA
195
IFP Advisors
Florida
$7.69K +$3.42K +8 +73%
AF
196
Align Financial
Minnesota
$7.29K +$3.12M +7,289 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$6.48K +$2.57K +6 +60%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$6.08K
WA
199
WPG Advisers
Maryland
$6.07K
SWP
200
Strategic Wealth Partners
Ohio
$5.67K