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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
251
Action Point Financial Planning
Michigan
$3.01K +$3.11K +120 New
BIA
252
Bell Investment Advisors
California
$2.91K
SPIA
253
Steward Partners Investment Advisory
New York
$2.91K +$2.1K +81 +231%
SAM
254
Smartleaf Asset Management
Massachusetts
$2.72K
TPCW
255
TD Private Client Wealth
New York
$2.38K +$1.6K +62 +188%
EWP
256
Elevation Wealth Partners
California
$2.31K +$2.38K +92 New
Bessemer Group
257
Bessemer Group
New Jersey
$2K -$19.4K -750 -89%
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.91K
CPG
259
Cornerstone Planning Group
New Jersey
$1.84K -$1.71K -66 -46%
GA
260
GoalVest Advisory
New York
$1.83K +$1.89K +73 New
UB
261
UMB Bank
Missouri
$1.75K
BFS
262
Bare Financial Services
Pennsylvania
$1.65K
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$1.55K +$337 +13 +27%
QL
264
Quarry LP
New York
$1.45K +$1.5K +58 New
ZBNA
265
Zions Bancorporation, National Association
Utah
$1.33K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$1.2K +$181 +7 +17%
CFM
267
Cornerstone Financial Management
Massachusetts
$1.2K +$1.24K +48 New
BWL
268
Bogart Wealth LLC
Virginia
$1.05K
KG
269
Kilter Group
New York
$1.03K +$854 +33 +413%
RhumbLine Advisers
270
RhumbLine Advisers
Massachusetts
$952 -$518 -20 -34%
LFG
271
Larson Financial Group
Missouri
$827 -$155 -6 -15%
BFPW
272
BOK Financial Private Wealth
Colorado
$827 +$854 +33 New
W
273
WealthCollab
Washington
$602
GFA
274
Godfrey Financial Associates
New York
$476
TCM
275
Triumph Capital Management
Colorado
$376