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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
301
Basecamp Wealth Advisors
Washington
$3.07K +$2.02K +32 +246%
AW
302
Avion Wealth
Texas
$3K
BBHC
303
Brown Brothers Harriman & Co
New York
$2.94K
WA
304
WPG Advisers
Maryland
$2.8K
FFO
305
Fortitude Family Office
Arizona
$2.66K +$1.58K +25 +179%
ZBNA
306
Zions Bancorporation, National Association
Utah
$2.53K +$2.33K +37 New
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.19K +$252 +4 +14%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.12K
GFA
309
Godfrey Financial Associates
New York
$2.12K
MCM
310
Manchester Capital Management
Vermont
$1.84K
RWS
311
Retirement Wealth Solutions
Wisconsin
$1.57K +$1.45K +23 New
SIC
312
SJS Investment Consulting
Ohio
$1.37K +$631 +10 +100%
TCM
313
TD Capital Management
Tennessee
$1.36K +$1.26K +20 New
CPG
314
Cornerstone Planning Group
New Jersey
$1.13K
PWA
315
Physician Wealth Advisors
Utah
$1.09K
TFA
316
Transamerica Financial Advisors
Florida
$1.09K -$820 -13 -45%
AW
317
Ankerstar Wealth
Texas
$1.09K
CAL
318
Capital Advisors Ltd
Ohio
$1K
AFC
319
Ares Financial Consulting
California
$965
HFS
320
Hughes Financial Services
Virginia
$887
SS
321
SBI Securities
Japan
$887
TCM
322
Triumph Capital Management
Colorado
$887
AssetMark Inc
323
AssetMark Inc
California
$887 +$252 +4 +44%
NSIM
324
North Star Investment Management
Illinois
$683 +$631 +10 New
IPS
325
Investors Portfolio Services
Washington
$623 +$378 +6 New