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John Wiley & Sons Class A

Name Holding Trade Value Shares
Change
Change in
Stake
QL
226
Quarry LP
New York
$1.62K +$1.61K +40 New
PWMG
227
Private Wealth Management Group
New Jersey
$1.58K
DWM
228
Dogwood Wealth Management
Kansas
$1.58K -$2.54K -63 -62%
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.3K -$242 -6 -16%
PS
230
Principal Securities
Iowa
$1.13K
CT
231
Clearstead Trust
Maine
$810
TWD
232
True Wealth Design
Ohio
$810 +$767 +19 +1,900%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$809
RF
234
Rossby Financial
Florida
$642 +$646 +16 New
Barrow, Hanley, Mewhinney & Strauss
235
Barrow, Hanley, Mewhinney & Strauss
Texas
$607 -$13.6K -337 -96%
FFO
236
Fortitude Family Office
Arizona
$567
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$447
CFD
238
Creative Financial Designs
Indiana
$405
SS
239
SBI Securities
Japan
$364 -$606 -15 -63%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$324 -$1.25K -31 -79%
S
241
SignatureFD
Georgia
$324 +$323 +8 New
SIC
242
SJS Investment Consulting
Ohio
$203 -$40 -1 -17%
JWM
243
JPL Wealth Management
Colorado
$203 +$202 +5 New
NMG
244
New Millennium Group
Utah
$162 +$161 +4 New
BHWM
245
Bay Harbor Wealth Management
Maryland
$161 -$40 -1 -20%
RWM
246
Rialto Wealth Management
New York
$122 -$40 -1 -25%
AWM
247
Abound Wealth Management
Tennessee
$122
HIA
248
HFM Investment Advisors
New Jersey
$121 -$40 -1 -25%
IA
249
IFP Advisors
Florida
$81 +$81 +2 New
Marshall Wace
250
Marshall Wace
United Kingdom
-$10.4M -233,682 Closed