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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
376
Zions Bancorporation, National Association
Utah
$1.99K +$2.18K +24 New
AssetMark Inc
377
AssetMark Inc
California
$1.82K +$545 +6 +38%
PWMG
378
Prestige Wealth Management Group
New Jersey
$1.74K
BWA
379
Basecamp Wealth Advisors
Washington
$1.49K
MCM
380
Manchester Capital Management
Vermont
$1.41K -$273 -3 -15%
BHWM
381
Bay Harbor Wealth Management
Maryland
$1.32K +$909 +10 +167%
CA
382
Clearstead Advisors
Ohio
$1.24K -$27.3K -300 -95%
BIA
383
Bell Investment Advisors
California
$1.24K
DPW
384
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$454 +5 +50%
IPS
385
Investors Portfolio Services
Washington
$1.08K +$727 +8 New
SIC
386
SJS Investment Consulting
Ohio
$993 +$636 +7 +140%
PWA
387
Physician Wealth Advisors
Utah
$911 +$1K +11 New
PWAM
388
Private Wealth Asset Management
Iowa
$828 -$182 -2 -17%
CH
389
Cromwell Holdings
Wyoming
$828
SHIM
390
Stone House Investment Management
Pennsylvania
$745 +$545 +6 +200%
RS
391
Rakuten Securities
Japan
$579 -$454 -5 -42%
WA
392
WPG Advisers
Maryland
$579 +$182 +2 +40%
BBHC
393
Brown Brothers Harriman & Co
New York
$579 +$636 +7 New
GSEP
394
Golden State Equity Partners
California
$579 +$636 +7 New
RWM
395
Rialto Wealth Management
New York
$497 +$273 +3 +100%
HIA
396
HFM Investment Advisors
New Jersey
$414 +$273 +3 +150%
VWM
397
Vermillion Wealth Management
Minnesota
$248 +$273 +3 New
CW
398
Curio Wealth
Maryland
$166 +$182 +2 New
SEP
399
Signature Equity Partners
Ohio
$166 +$182 +2 New
DF
400
Dunhill Financial
United Kingdom
$137 -$91 -1 -50%