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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
276
Synergy Investment Management
Florida
$1.7K +$1.67K +202 New
HNB
277
Huntington National Bank
Ohio
$1.69K +$1.64K +199 +19,900%
SGFG
278
Silver Grove Financial Group
New York
$1.59K +$1.55K +188 New
AIM
279
Anchor Investment Management
South Carolina
$1.55K – – –
SL
280
Salomon & Ludwin
Virginia
$1.48K – – –
PWA
281
Physician Wealth Advisors
Utah
$1.28K +$214 +26 +21%
JWM
282
JPL Wealth Management
Colorado
$1.27K – – –
APFP
283
Action Point Financial Planning
Michigan
$1.03K +$1K +122 New
BH
284
Burk Holdings
Oklahoma
$920 – – –
GIA
285
GHP Investment Advisors
Colorado
$895 – – –
ZBNA
286
Zions Bancorporation, National Association
Utah
$886 – – –
HWP
287
Highline Wealth Partners
California
$861 – – –
Group One Trading
288
Group One Trading
Illinois
$844 +$824 +100 New
CW
289
CrossGen Wealth
North Carolina
$793 – – –
PWA
290
Principia Wealth Advisory
Texas
$785 +$58 +7 +8%
MB
291
MidFirst Bank
Oklahoma
$709 – – –
LI
292
LRI Investments
Florida
$701 +$684 +83 New
PMFA
293
Plante Moran Financial Advisors
Michigan
$692 +$676 +82 New
IA
294
IFG Advisory
Georgia
$641 +$626 +76 New
AF
295
Advisornet Financial
Minnesota
$608 – – –
NSIM
296
North Star Investment Management
Illinois
$498 +$486 +59 New
TFA
297
Transamerica Financial Advisors
Florida
$404 +$198 +24 +104%
MCM
298
MV Capital Management
Maryland
$372 -$41 -5 -10%
PCFFS
299
Pacific Center for Financial Services
California
$304 – – –
SHIM
300
Stone House Investment Management
Pennsylvania
$304 +$181 +22 +157%