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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$1.27K
CA
202
CoreCap Advisors
Michigan
$1.27K +$1.17K +3 New
CA
203
Clearstead Advisors
Ohio
$848 +$782 +2 New
IA
204
IFP Advisors
Florida
$846 -$1.96K -5 -71%
KFAS
205
Keating Financial Advisory Services
Kansas
$846 -$1.56K -4 -67%
MB
206
MidFirst Bank
Oklahoma
$846
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$846 +$782 +2 New
SIC
208
SJS Investment Consulting
Ohio
$428 -$391 -1 -50%
LFG
209
Larson Financial Group
Missouri
$425
TFM
210
TFC Financial Management
Massachusetts
$424
JWA
211
JFS Wealth Advisors
Pennsylvania
$424 +$391 +1 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$423 -$7.82K -20 -95%
EP
213
Essential Partners
California
$423 -$3.13K -8 -89%
QL
214
Quarry LP
New York
$423 -$782 -2 -67%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$423 +$391 +1 New
Man Group
216
Man Group
United Kingdom
-$16M -37,362 Closed
Citadel Advisors
217
Citadel Advisors
Florida
-$9.58M -22,396 Closed
BA
218
Bridgewater Associates
Connecticut
-$4.05M -9,477 Closed
LFM
219
LGT Fund Management
Liechtenstein
-$3.96M -9,260 Closed
KWM
220
Kingsview Wealth Management
Oregon
-$3.67M -8,588 Closed
RC
221
Roundview Capital
New Jersey
-$1.04M -2,437 Closed
Polen Capital Management
222
Polen Capital Management
Florida
-$976K -2,283 Closed
VF
223
Virtu Financial
New York
-$937K -2,193 Closed
WG
224
Winton Group
United Kingdom
-$919K -2,150 Closed
YIH
225
Y-Intercept (HK)
Hong Kong
-$675K -1,578 Closed