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WisdomTree

Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
276
J. Safra Asset Management
New York
$5.42K
UFPG
277
United Financial Planning Group
New York
$5.32K
PA
278
Parallel Advisors
California
$4.67K -$2.48K -140 -34%
IA
279
IFP Advisors
Florida
$4.27K -$336 -19 -7%
GRP
280
Global Retirement Partners
California
$4.13K +$4.32K +244 New
SIC
281
SJS Investment Consulting
Ohio
$4.03K +$4.14K +234 +5,850%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$2.96K
HNB
283
Huntington National Bank
Ohio
$2.46K
HFS
284
Horizon Financial Services
North Carolina
$2.25K +$2.35K +133 New
WPA
285
West Paces Advisors
Georgia
$2.03K +$2.13K +120 New
AFC
286
Ares Financial Consulting
California
$1.91K
KFAS
287
Keating Financial Advisory Services
Kansas
$1.52K
AssetMark Inc
288
AssetMark Inc
California
$1.46K
TM
289
Torren Management
California
$1.24K
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$1.1K
EP
291
Essential Partners
California
$932
TWD
292
True Wealth Design
Ohio
$915
AW
293
Ankerstar Wealth
Texas
$830
CPG
294
Cornerstone Planning Group
New Jersey
$757
ZBNA
295
Zions Bancorporation, National Association
Utah
$661 +$691 +39 New
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$626 -$478 -27 -42%
RF
297
Rossby Financial
Florida
$593
CA
298
Clearstead Advisors
Ohio
$509 +$531 +30 New
IPS
299
Investors Portfolio Services
Washington
$474
JWA
300
JFS Wealth Advisors
Pennsylvania
$356 +$372 +21 New