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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
QT
176
Quantbot Technologies
New York
$56K +$57.8K +131 New
FFA
177
Farther Finance Advisors
California
$46.8K +$30.9K +70 +184%
SCM
178
Sterling Capital Management
North Carolina
$42.3K -$32.2K -73 -42%
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$41.5K +$9.7K +22 +29%
W
180
WealthCollab
Washington
$38.1K +$882 +2 +2%
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$33.8K +$11.5K +26 +49%
S
182
SignatureFD
Georgia
$31.6K +$15.4K +35 +90%
SOW
183
State of Wyoming
Wyoming
$30.4K +$18.5K +42 +145%
GWM
184
Geneos Wealth Management
Colorado
$29.9K
QCG
185
Quadrant Capital Group
Ohio
$28.6K
PA
186
Parallel Advisors
California
$24.8K +$882 +2 +4%
AAP
187
Arax Advisory Partners
Colorado
$23.2K -$5.29K -12 -18%
SL
188
Salomon & Ludwin
Virginia
$19.8K +$20.3K +46 New
VCM
189
Versant Capital Management
Arizona
$19.7K +$1.32K +3 +7%
US Bancorp
190
US Bancorp
Minnesota
$19.7K +$9.7K +22 +92%
GI
191
GAMMA Investing
California
$17.5K +$12.8K +29 +242%
ASN
192
Advisory Services Network
Georgia
$16K +$16.3K +37 New
AAM
193
Advisors Asset Management
Colorado
$13.7K -$5.29K -12 -27%
CIAM
194
Caitong International Asset Management
Hong Kong
$11.1K -$43.2K -98 -79%
SWM
195
SHP Wealth Management
Massachusetts
$8.98K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.98K +$9.26K +21 New
BOJHT
197
Bank of Jackson Hole Trust
Wyoming
$8.55K
AF
198
Align Financial
Minnesota
$7.7K -$3.21M -7,271 -100%
CPG
199
Cornerstone Planning Group
New Jersey
$7.45K +$441 +1 +5%
BBHC
200
Brown Brothers Harriman & Co
New York
$7.27K +$3.97K +9 +113%