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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
276
DiNuzzo Private Wealth
Pennsylvania
$2.22K – – –
BAM
277
Bellevue Asset Management
Washington
$2.08K +$1.98K +15 New
Hantz Financial Services
278
Hantz Financial Services
Michigan
$2K – – –
MassMutual Private Wealth & Trust
279
MassMutual Private Wealth & Trust
Connecticut
$1.67K – – –
NB
280
NBT Bank
New York
$1.53K – – –
PWA
281
Principia Wealth Advisory
Texas
$1.53K – – –
UMB Bank
282
UMB Bank
Missouri
$1.53K +$529 +4 +57%
HIA
283
HFM Investment Advisors
New Jersey
$1.53K +$793 +6 +120%
CFD
284
Creative Financial Designs
Indiana
$1.39K – – –
SHIM
285
Stone House Investment Management
Pennsylvania
$1.39K +$1.32K +10 New
CFM
286
Cornerstone Financial Management
Massachusetts
$1.11K – – –
AW
287
Avion Wealth
Texas
$1K – – –
CAL
288
Capital Advisors Ltd
Ohio
$1K – – –
Horizon Investments
289
Horizon Investments
North Carolina
$972 -$925 -7 -50%
TM
290
Torren Management
California
$869 – – –
AF
291
Advisornet Financial
Minnesota
$833 – – –
CoreCap Advisors
292
CoreCap Advisors
Michigan
$833 +$793 +6 New
PWA
293
Physician Wealth Advisors
Utah
$695 – – –
AssetMark Inc
294
AssetMark Inc
California
$694 – – –
SWM
295
SHP Wealth Management
Massachusetts
$694 +$264 +2 +67%
DF
296
DecisionPoint Financial
Arizona
$565 +$264 +2 +100%
Simplex Trading
297
Simplex Trading
Illinois
$555 +$529 +4 New
RWM
298
Raffa Wealth Management
District of Columbia
$278 – – –
MCM
299
MV Capital Management
Maryland
$139 – – –
NewEdge Advisors
300
NewEdge Advisors
Louisiana
$139 – – –