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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$4.81K -$216K -4,364 -97%
SIM
252
Synergy Investment Management
Florida
$4.59K +$5.05K +102 New
ZBNA
253
Zions Bancorporation, National Association
Utah
$4.51K +$5.29K +107 New
IAS
254
IMA Advisory Services
Colorado
$4.39K +$3.86K +78 +300%
AS
255
Altshuler Shaham
Israel
$4.05K +$4.75K +96 New
WA
256
WPG Advisers
Maryland
$3.63K
TWD
257
True Wealth Design
Ohio
$3.33K
TPCW
258
TD Private Client Wealth
New York
$3.08K
BFS
259
Bare Financial Services
Pennsylvania
$2.83K -$1.68K -34 -34%
MNA
260
Manning & Napier Advisors
New York
$2.33K
Group One Trading
261
Group One Trading
Illinois
$1.77K -$22.2K -449 -91%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$1.65K +$1.58K +32 +457%
CA
263
Crewe Advisors
Utah
$1.56K +$247 +5 +16%
SIC
264
SJS Investment Consulting
Ohio
$1.52K -$693 -14 -28%
DF
265
Dunhill Financial
United Kingdom
$1.52K
PWMG
266
Private Wealth Management Group
New Jersey
$1.39K
JWA
267
JFS Wealth Advisors
Pennsylvania
$1.31K
BWA
268
Basecamp Wealth Advisors
Washington
$1.27K -$1.19K -24 -44%
VWA
269
Valued Wealth Advisors
Utah
$1.27K +$1.49K +30 New
WETS
270
Wealth Enhancement Trust Services
South Dakota
$1.01K +$1.19K +24 New
CI
271
CX Institutional
Indiana
$1K
FFO
272
Fortitude Family Office
Arizona
$971 -$594 -12 -34%
APFP
273
Action Point Financial Planning
Michigan
$845 +$1.09K +22 New
QL
274
Quarry LP
New York
$760 -$544 -11 -38%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$760