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Name Holding Trade Value Shares
Change
Change in
Stake
TM
426
Torren Management
California
$1K – – –
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$996 +$98 +16 +12%
ZBNA
428
Zions Bancorporation, National Association
Utah
$989 -$2.19K -358 -71%
LI
429
LRI Investments
Florida
$982 – – –
BIA
430
Bell Investment Advisors
California
$894 – – –
OCWP
431
Owl Creek Wealth Partners
Colorado
$887 – – –
CPG
432
Cornerstone Planning Group
New Jersey
$846 – – –
FFO
433
Fortitude Family Office
Arizona
$818 – – –
NSIM
434
North Star Investment Management
Illinois
$818 +$734 +120 New
SIC
435
SJS Investment Consulting
Ohio
$710 – – –
FC
436
Financial Consulate
Maryland
$682 – – –
RIL
437
Rothschild Investment LLC
Illinois
$682 – – –
SWM
438
SHP Wealth Management
Massachusetts
$648 +$410 +67 +239%
SAM
439
Smartleaf Asset Management
Massachusetts
$609 – – –
AssetMark Inc
440
AssetMark Inc
California
$600 +$159 +26 +42%
CFB
441
Cullen/Frost Bankers
Texas
$587 +$385 +63 +274%
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$553 – – –
CFM
443
Cornerstone Financial Management
Massachusetts
$546 +$489 +80 New
PWA
444
Physician Wealth Advisors
Utah
$539 +$483 +79 New
PS
445
Planning Strategies
Pennsylvania
$464 +$416 +68 New
SEP
446
Signature Equity Partners
Ohio
$457 +$410 +67 New
SHIM
447
Stone House Investment Management
Pennsylvania
$409 +$367 +60 New
EC
448
Elequin Capital
New York
$402 -$2.73K -446 -88%
CFM
449
Compass Financial Management
Florida
$362 +$306 +50 New
AWM
450
Activest Wealth Management
Florida
$321 +$287 +47 New