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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Hemington Wealth Management
Virginia
$11K +$107 +1 +1%
LI
202
LRI Investments
Florida
$10.5K
AAS
203
Ameritas Advisory Services
Nebraska
$9.03K
FFA
204
Farther Finance Advisors
California
$8.69K +$6.84K +64 +457%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$8.12K
S
206
SignatureFD
Georgia
$7.69K
Walleye Capital
207
Walleye Capital
New York
$6.69K -$284K -2,656 -98%
BTI
208
Blue Trust Inc
Georgia
$6.24K
IA
209
IFP Advisors
Florida
$6.13K +$5.88K +55 New
FHC
210
First Horizon Corporation
Tennessee
$5.79K +$5.56K +52 New
JWA
211
JFS Wealth Advisors
Pennsylvania
$4.57K
SIC
212
SJS Investment Consulting
Ohio
$3.12K +$2.24K +21 +300%
BIA
213
Bell Investment Advisors
California
$3.12K
HFS
214
Hughes Financial Services
Virginia
$3.04K
BBHC
215
Brown Brothers Harriman & Co
New York
$3.01K
FFO
216
Fortitude Family Office
Arizona
$2.56K
PWMG
217
Private Wealth Management Group
New Jersey
$2.23K
S
218
Sachetta
Massachusetts
$2.23K
WANY
219
Wealthspire Advisors (New York)
New York
$2.12K +$2.03K +19 New
TWD
220
True Wealth Design
Ohio
$2.01K +$748 +7 +64%
HFS
221
Hantz Financial Services
Michigan
$2K
Bessemer Group
222
Bessemer Group
New Jersey
$2K +$1.6K +15 New
SC
223
SouthState Corp
Florida
$1.9K
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$1.78K
RWM
225
Rialto Wealth Management
New York
$1.34K +$107 +1 +9%