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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$2.64K +$2.71K +7 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$2.27K +$2.32K +6 New
Jones Financial Companies
203
Jones Financial Companies
Missouri
$2.25K +$2.32K +6 New
TPWA
204
Twin Peaks Wealth Advisors
California
$2.02K +$1.93K +5 New
SC
205
Stephens Consulting
Michigan
$1.89K +$1.93K +5 New
AA
206
Ancora Advisors
Ohio
$1.89K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.89K +$1.93K +5 New
SPIA
208
Steward Partners Investment Advisory
New York
$1.13K
AssetMark Inc
209
AssetMark Inc
California
$1.13K +$1.16K +3 New
EP
210
Essential Partners
California
$1.13K +$1.16K +3 New
SIC
211
SJS Investment Consulting
Ohio
$756 +$773 +2 New
RIL
212
Rothschild Investment LLC
Illinois
$755 -$387 -1 -33%
TFM
213
TFC Financial Management
Massachusetts
$378
Mawer Investment Management
214
Mawer Investment Management
Alberta, Canada
-$8.92M -28,058 Closed
AG
215
Algert Global
California
-$2.55M -8,019 Closed
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
-$1.87M -5,887 Closed
Jane Street
217
Jane Street
New York
-$1.2M -3,787 Closed
SCM
218
Semanteon Capital Management
Massachusetts
-$967K -3,041 Closed
Walleye Capital
219
Walleye Capital
New York
-$888K -2,793 Closed
JFG
220
Jefferies Financial Group
New York
-$583K -1,834 Closed
YIH
221
Y-Intercept (HK)
Hong Kong
-$540K -1,699 Closed
XT
222
XTX Topco
Cayman Islands
-$510K -1,606 Closed
TI
223
TrueMark Investments
Illinois
-$487K -1,533 Closed
GCP
224
GSA Capital Partners
United Kingdom
-$457K -1,437 Closed
CF
225
Corebridge Financial
Texas
-$455K -1,430 Closed