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XPO
XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
651
Signature Resources Capital Management
California
$19.7K – – –
FFO
652
Fortitude Family Office
Arizona
$19.5K +$846 +4 +4%
CFD
653
Creative Financial Designs
Indiana
$18.7K – – –
LB
654
Legacy Bridge
Iowa
$18.5K – – –
HFG
655
Harborfront Financial Group
Michigan
$18.5K +$19K +90 New
AFC
656
Ares Financial Consulting
California
$18.3K – – –
MO
657
McMillan Office
Michigan
$17K – – –
KFA
658
Kelleher Financial Advisors
New York
$16.4K +$8.46K +40 +100%
WT
659
Whittier Trust
California
$16.3K – – –
HHGA
660
Halbert Hargrove Global Advisors
California
$16K -$8.68K -41 -34%
APFP
661
Action Point Financial Planning
Michigan
$15.8K +$16.7K +79 New
ST
662
Smithfield Trust
Pennsylvania
$15K – – –
BIA
663
Bell Investment Advisors
California
$14.8K – – –
PMFA
664
Plante Moran Financial Advisors
Michigan
$14.8K – – –
DWM
665
Dogwood Wealth Management
Kansas
$14.6K +$2.12K +10 +16%
PK
666
Pflug Koory
Nebraska
$14.4K – – –
O
667
Ossiam
France
$14.2K +$14.6K +69 New
KFI
668
Key Financial Inc
Pennsylvania
$14K – – –
TSMHT
669
Thurston Springer Miller Herd & Titak
Indiana
$13.8K – – –
EI
670
EFG International
$13.3K -$1.48K -7 -10%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$12.5K -$4.87K -23 -27%
GWS
672
Greykasell Wealth Strategies
California
$12.3K – – –
MAM
673
Meeder Asset Management
Ohio
$11.1K +$1.9K +9 +20%
C
674
Covestor
United Kingdom
$11K – – –
VFM
675
Vision Financial Markets
Connecticut
$10.4K – – –
25 26
27
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