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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
201
Retirement Wealth Solutions
Wisconsin
$5.26K -$428 -1 -7%
TWD
202
True Wealth Design
Ohio
$4.86K +$1.28K +3 +33%
GI
203
GAMMA Investing
California
$4.86K -$856 -2 -14%
QL
204
Quarry LP
New York
$4.45K +$3.85K +9 +450%
EWA
205
EverSource Wealth Advisors
Alabama
$4.05K -$12.8K -30 -75%
EP
206
Essential Partners
California
$4.05K +$2.57K +6 +150%
BBHC
207
Brown Brothers Harriman & Co
New York
$3.24K -$428 -1 -11%
Osaic Holdings
208
Osaic Holdings
Arizona
$3.24K -$856 -2 -20%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$3.21K
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$2.83K +$856 +2 +40%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$2.43K -$17.1K -40 -87%
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$2.43K +$2.57K +6 New
FHC
213
First Horizon Corporation
Tennessee
$2.02K -$14.5K -34 -87%
AA
214
Ancora Advisors
Ohio
$2.02K
RIL
215
Rothschild Investment LLC
Illinois
$2.02K +$1.28K +3 +150%
Optiver Holding
216
Optiver Holding
Netherlands
$1.62K -$5.13K -12 -75%
AssetMark Inc
217
AssetMark Inc
California
$1.22K
SIC
218
SJS Investment Consulting
Ohio
$812
LFG
219
Larson Financial Group
Missouri
$810 +$856 +2 New
MB
220
MidFirst Bank
Oklahoma
$810 +$856 +2 New
OC
221
Optima Capital
Oregon
$810 +$856 +2 New
TFM
222
TFC Financial Management
Massachusetts
$405
KFAS
223
Keating Financial Advisory Services
Kansas
$405 +$428 +1 New
MCM
224
MAI Capital Management
Ohio
$405 +$428 +1 New
BA
225
Bridgewater Associates
Connecticut
-$7.33M -14,731 Closed