Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$39.7K -$4.65K -14 -11%
SFG
602
Strive Financial Group
Indiana
$34.7K +$34.5K +104 New
LSA
603
Leonteq Securities AG
Switzerland
$32K -$3.99K -12 -11%
AIM
604
Axiom Investment Management
New York
$30.7K – – –
KFAS
605
Keating Financial Advisory Services
Kansas
$29K +$7.97K +24 +38%
AFG
606
Albion Financial Group
Utah
$28.3K – – –
HI
607
Harbour Investments
Wisconsin
$28.2K -$5.98K -18 -17%
MCM
608
MV Capital Management
Maryland
$28K – – –
CTC
609
Central Trust Company
Missouri
$27.7K -$47.8K -144 -63%
QL
610
Quarry LP
New York
$26.7K +$26.6K +80 New
BWL
611
Bogart Wealth LLC
Virginia
$26.3K +$2.33K +7 +10%
BWA
612
Basecamp Wealth Advisors
Washington
$26K +$1.66K +5 +7%
HFS
613
Horizon Financial Services
North Carolina
$25.7K +$10.3K +31 +67%
MA
614
Montag & Associates
Georgia
$25K +$24.9K +75 New
ZBNA
615
Zions Bancorporation, National Association
Utah
$23.7K -$47.8K -144 -67%
MWPCG
616
Measured Wealth Private Client Group
New Hampshire
$22.7K – – –
CPG
617
Cornerstone Planning Group
New Jersey
$22.6K +$332 +1 +2%
PWPS
618
Pinnacle Wealth Planning Services
Ohio
$22.3K +$1.66K +5 +8%
SL
619
Salomon & Ludwin
Virginia
$22.2K – – –
CFB
620
Cullen/Frost Bankers
Texas
$22K +$332 +1 +2%
FFO
621
Fortitude Family Office
Arizona
$20.7K -$332 -1 -2%
JWA
622
JFS Wealth Advisors
Pennsylvania
$20.7K +$332 +1 +2%
PB
623
Pinnacle Bancorp
Nebraska
$19.3K – – –
PWA
624
Physician Wealth Advisors
Utah
$18.7K -$996 -3 -5%
VR
625
Vision Retirement
New Jersey
$18.3K – – –