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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
1726
Zions Bancorporation, National Association
Utah
$454K -$38.4K -353 -10%
SWA
1727
Strategies Wealth Advisors
Michigan
$453K -$3.05K -28 -0.9%
CFO
1728
CVA Family Office
Colorado
$450K -$53.5K -491 -13%
FUBT
1729
First United Bank & Trust
Maryland
$449K -$390K -3,585 -53%
APW
1730
Axim Planning & Wealth
Ohio
$449K +$31K +285 +10%
SWP
1731
Significant Wealth Partners
Illinois
$448K +$110K +1,008 +47%
CSI
1732
Cross Staff Investments
New York
$448K -$161K -1,478 -32%
GAM
1733
Gemmer Asset Management
California
$448K +$73.6K +676 +27%
TWM
1734
Trueblood Wealth Management
Ohio
$447K +$10.7K +98 +3%
NEI
1735
Northwest & Ethical Investments
Ontario, Canada
$446K +$337K +3,100 New
CT
1736
Chicago Trust
Illinois
$446K +$342K +3,142 New
HA
1737
Huntleigh Advisors
Missouri
$445K +$342K +3,137 New
OWMIAS
1738
One Wealth Management Investment & Advisory Services
Florida
$444K +$106K +976 +45%
PWA
1739
Physician Wealth Advisors
Utah
$443K +$7.08K +65 +2%
MLA
1740
My Legacy Advisors
Oregon
$443K +$334K +3,070 New
CWMG
1741
Compass Wealth Management (Georgia)
Georgia
$441K +$338K +3,106 New
Choate Investment Advisors
1742
Choate Investment Advisors
Massachusetts
$439K -$145K -1,336 -30%
BSHC
1743
Breed's Hill Capital
Massachusetts
$439K +$64.1K +589 +24%
CAM
1744
Cozad Asset Management
Illinois
$439K +$109K +1,000 +48%
DWG
1745
Darden Wealth Group
Michigan
$439K +$337K +3,092 New
SL
1746
SWMG LLC
Texas
$438K – – –
GWWM
1747
Great Waters Wealth Management
Minnesota
$435K +$111K +1,018 +50%
PFG
1748
Putney Financial Group
California
$435K -$17.4K -160 -5%
AWM
1749
Alterna Wealth Management
Texas
$435K +$74.4K +683 +29%
PWM
1750
Prentice Wealth Management
New York
$434K -$162K -1,489 -33%