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CNA Financial
CNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$6.75K +$5.21K +110 +297%
SWM
252
SHP Wealth Management
Massachusetts
$6.52K +$805 +17 +14%
S
253
Sachetta
Massachusetts
$6.34K +$5.68K +120 +667%
DMBA
254
Deseret Mutual Benefit Administrators
Utah
$5.6K +$1.28K +27 +28%
NA
255
Networth Advisors
Pennsylvania
$5.6K +$3.6K +76 +165%
HNB
256
Huntington National Bank
Ohio
$4.82K – – –
W
257
WealthCollab
Washington
$4.73K – – –
PWMG
258
Private Wealth Management Group
New Jersey
$4.68K – – –
KCM
259
Key Capital Management
Tennessee
$4.04K +$4.17K +88 New
TFA
260
Transamerica Financial Advisors
Florida
$3.58K +$426 +9 +13%
CT
261
Clearstead Trust
Maine
$3.31K +$758 +16 +29%
TPCW
262
TD Private Client Wealth
New York
$2.94K – – –
ASN
263
Advisory Services Network
Georgia
$2.57K +$2.65K +56 New
JWM
264
JPL Wealth Management
Colorado
$2.48K +$2.56K +54 New
HWP
265
Highline Wealth Partners
California
$2.43K +$2.51K +53 New
MCM
266
MV Capital Management
Maryland
$2.3K +$2.37K +50 New
CAL
267
Capital Advisors Ltd
Ohio
$2K – – –
PWA
268
Physician Wealth Advisors
Utah
$1.79K +$1.85K +39 New
BWL
269
Bogart Wealth LLC
Virginia
$1.75K +$331 +7 +23%
FC
270
Financial Consulate
Maryland
$1.52K – – –
SPIA
271
Steward Partners Investment Advisory
New York
$1.33K -$2.18K -46 -61%
LI
272
LRI Investments
Florida
$1.29K – – –
SC
273
SouthState Corp
Florida
$1.24K +$1.04K +22 +440%
OA
274
Operose Advisors
Wisconsin
$1.24K +$1.28K +27 New
CPG
275
Cornerstone Planning Group
New Jersey
$1.16K – – –
9 10
11
12 13