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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1401
CKW Financial Group
Hawaii
$143K
ZBNA
1402
Zions Bancorporation, National Association
Utah
$142K +$8.06K +70 +6%
FWA
1403
Flagship Wealth Advisors
Massachusetts
$141K
QC
1404
Quent Capital
New York
$140K +$20.8K +181 +18%
SW
1405
StrongBox Wealth
Missouri
$140K +$137K +1,190 New
TFA
1406
Transamerica Financial Advisors
Florida
$135K -$889K -7,722 -87%
LWM
1407
Lodestone Wealth Management
Washington
$134K -$75.1K -652 -36%
JWM
1408
JPL Wealth Management
Colorado
$130K +$3.11K +27 +3%
WSCM
1409
Wellington Shields Capital Management
New York
$129K
CSPIA
1410
Cary Street Partners Investment Advisory
Virginia
$128K +$26.2K +228 +26%
CFFP
1411
Center for Financial Planning
Michigan
$127K
MCM
1412
Manchester Capital Management
Vermont
$127K +$25.9K +225 +26%
SWP
1413
Strategic Wealth Partners
Ohio
$127K -$691 -6 -0.6%
KA
1414
Kozak & Associates
Colorado
$125K +$2.07K +18 +2%
BSB
1415
Bangor Savings Bank
Maine
$123K -$345 -3 -0.3%
IBOK
1416
Independence Bank of Kentucky
Kentucky
$123K
BCWM
1417
Bartlett & Co Wealth Management
Ohio
$122K +$2.19K +19 +2%
PMFA
1418
Plante Moran Financial Advisors
Michigan
$121K +$20.3K +176 +21%
PAM
1419
Parvin Asset Management
South Dakota
$117K
WETS
1420
Wealth Enhancement Trust Services
South Dakota
$112K -$9.79K -85 -8%
BFS
1421
Beacon Financial Strategies
North Carolina
$112K
SIM
1422
Synergy Investment Management
Florida
$108K -$17.8K -155 -14%
DWS
1423
Dynamic Wealth Strategies
California
$104K
BWA
1424
Basecamp Wealth Advisors
Washington
$102K +$29.1K +253 +41%
MSG
1425
Main Street Group
Virginia
$101K