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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$3.81K – – –
APFP
252
Action Point Financial Planning
Michigan
$3.01K +$3.11K +120 New
BIA
253
Bell Investment Advisors
California
$2.91K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$2.91K +$2.1K +81 +231%
SAM
255
Smartleaf Asset Management
Massachusetts
$2.72K – – –
TPCW
256
TD Private Client Wealth
New York
$2.38K +$1.6K +62 +188%
EWP
257
Elevation Wealth Partners
California
$2.31K +$2.38K +92 New
Bessemer Group
258
Bessemer Group
New Jersey
$2K -$19.4K -750 -89%
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.91K – – –
CPG
260
Cornerstone Planning Group
New Jersey
$1.84K -$1.71K -66 -46%
GA
261
GoalVest Advisory
New York
$1.83K +$1.89K +73 New
UB
262
UMB Bank
Missouri
$1.75K – – –
BFS
263
Bare Financial Services
Pennsylvania
$1.65K – – –
PWPS
264
Pinnacle Wealth Planning Services
Ohio
$1.55K +$337 +13 +27%
QL
265
Quarry LP
New York
$1.45K +$1.5K +58 New
ZBNA
266
Zions Bancorporation, National Association
Utah
$1.33K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$1.2K +$181 +7 +17%
CFM
268
Cornerstone Financial Management
Massachusetts
$1.2K +$1.24K +48 New
BWL
269
Bogart Wealth LLC
Virginia
$1.05K – – –
KG
270
Kilter Group
New York
$1.03K +$854 +33 +413%
RhumbLine Advisers
271
RhumbLine Advisers
Massachusetts
$952 -$518 -20 -34%
LFG
272
Larson Financial Group
Missouri
$827 -$155 -6 -15%
BFPW
273
BOK Financial Private Wealth
Colorado
$827 +$854 +33 New
W
274
WealthCollab
Washington
$602 – – –
GFA
275
Godfrey Financial Associates
New York
$476 – – –