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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$4.8K
NSIM
402
North Star Investment Management
Illinois
$4.29K +$3.15K +50 New
GSWM
403
Golden State Wealth Management
California
$3.86K
CT
404
Colonial Trust
South Carolina
$3.58K -$1.83K -29 -39%
GIA
405
GHP Investment Advisors
Colorado
$3.43K
ME
406
McIlrath & Eck
Washington
$3.43K
PGAM
407
Princeton Global Asset Management
New Jersey
$3.43K
SPIA
408
Steward Partners Investment Advisory
New York
$3.43K +$2.52K +40 New
ZBNA
409
Zions Bancorporation, National Association
Utah
$3.35K +$2.46K +39 New
CFO
410
CVA Family Office
Colorado
$3.26K +$2.4K +38 New
CCMI
411
Creative Capital Management Investments
California
$3K
CFB
412
Cullen/Frost Bankers
Texas
$2.83K
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$2.57K
TPCW
414
TD Private Client Wealth
New York
$2.49K +$189 +3 +12%
SN
415
Sittner & Nelson
Oregon
$2.23K
SWM
416
SHP Wealth Management
Massachusetts
$2.23K -$63 -1 -4%
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$2.15K
TWD
418
True Wealth Design
Ohio
$2.06K
AW
419
Avion Wealth
Texas
$2K +$757 +12 +67%
MTIC
420
Missouri Trust & Investment Company
Missouri
$1.97K
VWM
421
Vermillion Wealth Management
Minnesota
$1.8K +$378 +6 +40%
HNW
422
High Note Wealth
Minnesota
$1.8K +$1.32K +21 New
QL
423
Quarry LP
New York
$1.54K -$9.33K -148 -89%
CJ
424
Caitlin John
Michigan
$1.54K -$630 -10 -36%
AF
425
Advisornet Financial
Minnesota
$1.37K