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BOK Financial
BOKF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$10K +$661 +5 +7%
FFO
252
Fortitude Family Office
Arizona
$8.47K +$132 +1 +2%
C
253
Covestor
United Kingdom
$8K -$20.9K -158 -74%
PMAM
254
Picton Mahoney Asset Management
Ontario, Canada
$7.5K +$7.14K +54 New
RIL
255
Rothschild Investment LLC
Illinois
$7.36K +$5.95K +45 +563%
FHC
256
First Horizon Corporation
Tennessee
$7.22K – – –
MAM
257
Marquette Asset Management
Minnesota
$6.94K – – –
APFP
258
Action Point Financial Planning
Michigan
$6.81K +$6.74K +51 New
IA
259
IFP Advisors
Florida
$6.67K – – –
CT
260
Clearstead Trust
Maine
$6.53K +$264 +2 +4%
TWD
261
True Wealth Design
Ohio
$6.25K +$3.7K +28 +165%
AFC
262
Ares Financial Consulting
California
$5.97K – – –
BWL
263
Bogart Wealth LLC
Virginia
$5.69K +$3.57K +27 +193%
KFAS
264
Keating Financial Advisory Services
Kansas
$5.55K +$264 +2 +5%
RF
265
Rossby Financial
Florida
$4.86K +$396 +3 +9%
HFS
266
Hughes Financial Services
Virginia
$4.72K +$661 +5 +17%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$4.03K – – –
BIA
268
Bell Investment Advisors
California
$3.89K – – –
BBHC
269
Brown Brothers Harriman & Co
New York
$3.75K – – –
CCMI
270
Creative Capital Management Investments
California
$3.33K +$3.17K +24 New
CA
271
Clearstead Advisors
Ohio
$2.92K +$2.38K +18 +600%
PWMG
272
Private Wealth Management Group
New Jersey
$2.78K – – –
S
273
Sachetta
Massachusetts
$2.78K – – –
RWM
274
Rialto Wealth Management
New York
$2.5K +$264 +2 +13%
SC
275
SouthState Corp
Florida
$2.36K – – –
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