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Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
Montag & Associates
Georgia
$45.1K – – –
RL
802
Rogco LP
Oklahoma
$45.1K – – –
LFG
803
Larson Financial Group
Missouri
$45.1K +$40.5K +173 +481%
AWM
804
Atticus Wealth Management
Florida
$43.1K +$46.8K +200 New
GRP
805
Global Retirement Partners
California
$37.3K -$21.1K -90 -34%
CAL
806
Capital Advisors Ltd
Ohio
$37K – – –
Jones Financial Companies
807
Jones Financial Companies
Missouri
$36.4K +$38.6K +165 +4,125%
EC
808
EntryPoint Capital
New York
$36K +$39.1K +167 New
CA
809
Centerpoint Advisors
Massachusetts
$36K – – –
TC
810
Trust Company
Kansas
$35.1K – – –
HI
811
Harbour Investments
Wisconsin
$34.9K -$1.17K -5 -3%
Walleye Trading
812
Walleye Trading
New York
$33.9K +$36.8K +157 New
SHIM
813
Stone House Investment Management
Pennsylvania
$31.3K +$34K +145 New
USB
814
Union Savings Bank
Connecticut
$31.3K – – –
ZB
815
Zions Bancorporation
Utah
$31.1K -$4.45K -19 -12%
CFO
816
CVA Family Office
Colorado
$30.6K +$468 +2 +1%
BCWM
817
Bartlett & Co Wealth Management
Ohio
$30.2K – – –
BC
818
Broadwater Capital
Massachusetts
$30.2K – – –
CCA
819
Catalyst Capital Advisors
New York
$29.8K +$32.3K +138 New
FCMT
820
Founders Capital Management (Texas)
Texas
$28K – – –
CFB
821
Cullen/Frost Bankers
Texas
$27.8K +$1.64K +7 +6%
RA
822
Rise Advisors
New York
$27.2K +$29.5K +126 New
SSB
823
Sandy Spring Bank
Maryland
$27K +$2.34K +10 +9%
FHA
824
First Horizon Advisors
Tennessee
$26.5K -$20.6K -88 -42%
PIM
825
Plato Investment Management
Australia
$25.2K +$12.4K +53 +83%