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Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.41K
WA
202
WPG Advisers
Maryland
$6.41K
SWP
203
Strategic Wealth Partners
Ohio
$5.99K
Osaic Holdings
204
Osaic Holdings
Arizona
$5.98K +$2.65K +6 +75%
EWA
205
EverSource Wealth Advisors
Alabama
$4.7K +$441 +1 +10%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$4.59K +$2.21K +5 +83%
AF
207
Allworth Financial
California
$4.28K -$4.85K -11 -52%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$4.28K +$1.32K +3 +43%
FHC
209
First Horizon Corporation
Tennessee
$4.28K +$2.21K +5 +100%
TWD
210
True Wealth Design
Ohio
$3.85K -$1.32K -3 -25%
EP
211
Essential Partners
California
$3.85K -$441 -1 -10%
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$3.42K
IA
213
IFP Advisors
Florida
$2.99K -$5.29K -12 -63%
MCM
214
MAI Capital Management
Ohio
$2.57K +$2.21K +5 +500%
KFAS
215
Keating Financial Advisory Services
Kansas
$2.56K +$2.21K +5 +500%
RWS
216
Retirement Wealth Solutions
Wisconsin
$2.14K -$3.53K -8 -62%
AGWCA
217
Annis Gardner Whiting Capital Advisors
Florida
$2.14K -$441 -1 -17%
AA
218
Ancora Advisors
Ohio
$2.14K
RIL
219
Rothschild Investment LLC
Illinois
$2.14K
HFS
220
Hantz Financial Services
Michigan
$2K +$2.21K +5 New
TPWA
221
Twin Peaks Wealth Advisors
California
$1.71K +$1.76K +4 New
QL
222
Quarry LP
New York
$1.28K -$3.53K -8 -73%
AssetMark Inc
223
AssetMark Inc
California
$1.28K
SIC
224
SJS Investment Consulting
Ohio
$859
MB
225
MidFirst Bank
Oklahoma
$855