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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$1.14K – – –
BWL
377
Bogart Wealth LLC
Virginia
$1.1K +$1.06K +26 New
ZBNA
378
Zions Bancorporation, National Association
Utah
$1.1K +$1.06K +26 New
OAJ
379
Ogorek Anthony Joseph
New York
$1K -$1.18K -29 -45%
GKIM
380
GW&K Investment Management
Massachusetts
$1K – – –
KFAS
381
Keating Financial Advisory Services
Kansas
$930 +$897 +22 New
CMA
382
Cedar Mountain Advisors
Oregon
$846 +$245 +6 +43%
RWM
383
Raffa Wealth Management
District of Columbia
$803 – – –
RIL
384
Rothschild Investment LLC
Illinois
$719 -$938 -23 -58%
HI
385
Horizon Investments
North Carolina
$719 – – –
MCM
386
Manchester Capital Management
Vermont
$677 – – –
AW
387
Ankerstar Wealth
Texas
$676 +$653 +16 New
NRWA
388
North Ridge Wealth Advisors
Oregon
$635 – – –
RWM
389
Rialto Wealth Management
New York
$635 +$489 +12 +400%
OSNBOA
390
Old Second National Bank of Aurora
Illinois
$592 -$897 -22 -61%
CFO
391
CVA Family Office
Colorado
$592 +$571 +14 New
BIA
392
Bell Investment Advisors
California
$508 +$286 +7 +140%
PWA
393
Physician Wealth Advisors
Utah
$508 +$489 +12 New
OC
394
Optima Capital
Oregon
$507 +$489 +12 New
MCM
395
MV Capital Management
Maryland
$466 -$1.59K -39 -78%
GWM
396
Gilpin Wealth Management
Colorado
$339 +$326 +8 New
CWM
397
Cedar Wealth Management
California
$296 – – –
AWM
398
Abound Wealth Management
Tennessee
$254 – – –
KFI
399
Key Financial Inc
Pennsylvania
$254 – – –
WIM
400
Westside Investment Management
California
$254 +$245 +6 New