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CNA Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$12K – – –
MFS
252
Montgomery Financial Services
Maryland
$11.3K +$10.6K +233 New
CJ
253
Caitlin John
Michigan
$10.7K +$46 +1 +0.5%
OCWP
254
Owl Creek Wealth Partners
Colorado
$10.2K -$12.7K -280 -57%
CT
255
Clearstead Trust
Maine
$9.77K +$5.87K +129 +179%
SS
256
SBI Securities
Japan
$8.21K -$4.05K -89 -34%
BWL
257
Bogart Wealth LLC
Virginia
$7.97K +$5.73K +126 +332%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$7.92K +$501 +11 +7%
WETS
259
Wealth Enhancement Trust Services
South Dakota
$7.92K +$7.42K +163 New
SIC
260
Salem Investment Counselors
North Carolina
$7.83K – – –
CIAM
261
Caitong International Asset Management
Hong Kong
$6.95K +$6.51K +143 New
IA
262
IFG Advisory
Georgia
$6.94K +$6.51K +143 New
AA
263
Addison Advisors
Vermont
$5.98K +$5.6K +123 New
PWMG
264
Private Wealth Management Group
New Jersey
$5.93K +$910 +20 +20%
DMBA
265
Deseret Mutual Benefit Administrators
Utah
$5.93K – – –
NA
266
Networth Advisors
Pennsylvania
$5.93K – – –
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$5.35K -$4.55K -100 -48%
HNB
268
Huntington National Bank
Ohio
$5.1K – – –
KCM
269
Key Capital Management
Tennessee
$4.28K – – –
W
270
WealthCollab
Washington
$3.89K -$1.05K -23 -22%
BL
271
BFSG LLC
California
$3.5K +$3.28K +72 New
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$3.16K -$3.73K -82 -56%
SPIA
273
Steward Partners Investment Advisory
New York
$3.16K +$1.64K +36 +124%
TPCW
274
TD Private Client Wealth
New York
$3.11K – – –
EP
275
Essential Partners
California
$2.82K -$11K -241 -81%