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John Wiley & Sons Class A
WLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$1.49K – – –
QCG
227
Quadrant Capital Group
Ohio
$1.49K +$259 +8 +26%
JWM
228
JPL Wealth Management
Colorado
$1.45K +$1.23K +38 New
TWD
229
True Wealth Design
Ohio
$1.41K -$162 -5 -12%
JWA
230
JFS Wealth Advisors
Pennsylvania
$991 -$227 -7 -21%
FFO
231
Fortitude Family Office
Arizona
$838 +$713 +22 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$762 – – –
BFS
233
Bare Financial Services
Pennsylvania
$648 +$551 +17 New
AW
234
Ankerstar Wealth
Texas
$457 +$389 +12 New
AUB
235
Atlantic Union Bankshares
Virginia
$419 +$357 +11 New
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$343 +$97 +3 +50%
HI
237
Horizon Investments
North Carolina
$305 +$259 +8 New
HNB
238
Huntington National Bank
Ohio
$305 +$259 +8 New
GWM
239
Gilpin Wealth Management
Colorado
$229 +$194 +6 New
PA
240
Parallel Advisors
California
$152 -$5.67K -175 -98%
AWM
241
Abound Wealth Management
Tennessee
$115 – – –
BHWM
242
Bay Harbor Wealth Management
Maryland
$76 -$65 -2 -50%
HIA
243
HFM Investment Advisors
New Jersey
$76 – – –
HFS
244
Hughes Financial Services
Virginia
$76 +$65 +2 New
VWM
245
Vermillion Wealth Management
Minnesota
$76 +$65 +2 New
SIC
246
SJS Investment Consulting
Ohio
$39 -$32 -1 -50%
DF
247
Dunhill Financial
United Kingdom
$39 – – –
CW
248
Curio Wealth
Maryland
$38 +$32 +1 New
RWM
249
Raffa Wealth Management
District of Columbia
$38 +$32 +1 New
IECM
250
Intrinsic Edge Capital Management
Illinois
– -$8.68M -283,517 Closed
8 9
10
11 12