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Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
Bravera Wealth
North Dakota
$5.54K +$5.36K +146 New
MA
227
Montag & Associates
Georgia
$5.46K -$4.63K -126 -47%
TFA
228
Transamerica Financial Advisors
Florida
$5.16K +$4.33K +118 +656%
GKIM
229
GW&K Investment Management
Massachusetts
$5K
FC
230
Financial Consulate
Maryland
$4.74K +$845 +23 +23%
BWM
231
Benson Wealth Management
Tennessee
$4.71K +$4.56K +124 New
SHIM
232
Stone House Investment Management
Pennsylvania
$4.55K
RFP
233
Root Financial Partners
California
$4.55K +$1.54K +42 +54%
MCM
234
MAI Capital Management
Ohio
$4.55K -$1.36K -37 -24%
EP
235
Essential Partners
California
$4.51K +$845 +23 +24%
ZBNA
236
Zions Bancorporation, National Association
Utah
$4.36K
MAS
237
MPWM Advisory Solutions
Georgia
$4.33K
SEP
238
Signature Equity Partners
Ohio
$4.29K +$4.15K +113 New
UB
239
UMB Bank
Missouri
$4.21K
TFA
240
Toth Financial Advisory
Virginia
$4.17K
AF
241
Advisornet Financial
Minnesota
$4.17K +$4.04K +110 New
KFP
242
Kerr Financial Planning
California
$4.13K
ST
243
Smithfield Trust
Pennsylvania
$4K +$3.82K +104 New
Group One Trading
244
Group One Trading
Illinois
$3.79K -$3.67K -100 -50%
M
245
MOTCO
Texas
$3.79K
PWA
246
Physician Wealth Advisors
Utah
$3.53K +$1.1K +30 +48%
CA
247
Crewe Advisors
Utah
$3.42K
CFM
248
Cornerstone Financial Management
Massachusetts
$3.42K +$3.31K +90 New
IAS
249
IMA Advisory Services
Colorado
$3.34K +$3.23K +88 New
SWM
250
SHP Wealth Management
Massachusetts
$3.26K +$3.16K +86 New