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BOK Financial
BOKF

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$3.46K – – –
PWMG
252
Private Wealth Management Group
New Jersey
$2.56K – – –
S
253
Sachetta
Massachusetts
$2.56K – – –
SC
254
SouthState Corp
Florida
$2.18K – – –
TWD
255
True Wealth Design
Ohio
$2.18K – – –
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$2.05K – – –
RWM
257
Rialto Wealth Management
New York
$2.05K +$257 +2 +14%
HFS
258
Hantz Financial Services
Michigan
$2K – – –
BWL
259
Bogart Wealth LLC
Virginia
$1.79K -$128 -1 -7%
HI
260
Horizon Investments
North Carolina
$1.78K +$899 +7 +100%
LFG
261
Larson Financial Group
Missouri
$1.67K – – –
BHWM
262
Bay Harbor Wealth Management
Maryland
$1.66K +$771 +6 +86%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$1.54K – – –
PWA
264
Principia Wealth Advisory
Texas
$1.41K – – –
NB
265
NBT Bank
New York
$1.41K +$1.41K +11 New
ASN
266
Advisory Services Network
Georgia
$1.28K +$1.28K +10 New
CFD
267
Creative Financial Designs
Indiana
$1.28K +$1.28K +10 New
SIC
268
SJS Investment Consulting
Ohio
$1.15K +$257 +2 +29%
CFM
269
Cornerstone Financial Management
Massachusetts
$1.02K – – –
RIL
270
Rothschild Investment LLC
Illinois
$1.02K +$1.03K +8 New
AW
271
Avion Wealth
Texas
$1K – – –
CAL
272
Capital Advisors Ltd
Ohio
$1K – – –
UB
273
UMB Bank
Missouri
$896 +$257 +2 +40%
TM
274
Torren Management
California
$797 -$12.8K -100 -94%
AF
275
Advisornet Financial
Minnesota
$768 – – –
9 10
11
12 13