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Churchill Downs
CHDN

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$1.37K -$104 -1 -8%
ECA
427
Elevated Capital Advisors
Utah
$1.36K +$1.25K +12 New
ZBNA
428
Zions Bancorporation, National Association
Utah
$1.25K +$1.14K +11 New
TF
429
Tompkins Financial
New York
$1.14K – – –
CAL
430
Capital Advisors Ltd
Ohio
$1K -$104 -1 -17%
CI
431
CX Institutional
Indiana
$1K +$726 +7 New
AW
432
Avion Wealth
Texas
$1K +$1.14K +11 New
CH
433
Cromwell Holdings
Wyoming
$914 – – –
LWMI
434
Legacy Wealth Management (Idaho)
Idaho
$797 – – –
MCM
435
MV Capital Management
Maryland
$797 +$519 +5 +250%
HFS
436
Hughes Financial Services
Virginia
$796 +$104 +1 +17%
BIA
437
Bell Investment Advisors
California
$683 – – –
QWM
438
Quaker Wealth Management
New Jersey
$683 – – –
MAM
439
Marquette Asset Management
Minnesota
$683 +$622 +6 New
OC
440
Optima Capital
Oregon
$571 +$519 +5 New
EWP
441
Elevation Wealth Partners
California
$569 -$207 -2 -29%
BWL
442
Bogart Wealth LLC
Virginia
$569 – – –
PWA
443
Physician Wealth Advisors
Utah
$569 +$519 +5 New
SWM
444
Spire Wealth Management
Virginia
$569 +$519 +5 New
WETS
445
Wealth Enhancement Trust Services
South Dakota
$569 +$519 +5 New
TFA
446
Transamerica Financial Advisors
Florida
$457 -$830 -8 -67%
FMP
447
Financial Management Professionals
Texas
$457 – – –
ACA
448
American Capital Advisory
Idaho
$456 +$415 +4 New
AF
449
Advisornet Financial
Minnesota
$455 +$311 +3 +300%
KFAS
450
Keating Financial Advisory Services
Kansas
$455 +$415 +4 New
16 17
18
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