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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
276
Kerr Financial Planning
California
$11K +$4.53K +101 +101%
RWS
277
Retirement Wealth Solutions
Wisconsin
$10.6K +$4.8K +107 +132%
WT
278
Whittier Trust
California
$10.1K +$7.85K +175 New
FC
279
Financial Consulate
Maryland
$9.86K +$2.2K +49 +39%
MG
280
Mather Group
Illinois
$9.74K +$7.71K +172 New
CPG
281
Cornerstone Planning Group
New Jersey
$9.72K +$1.3K +29 +20%
SWM
282
SHP Wealth Management
Massachusetts
$8.94K +$3.23K +72 +84%
SIC
283
Salem Investment Counselors
North Carolina
$8.87K +$6.95K +155 New
BWM
284
Benson Wealth Management
Tennessee
$7.02K
EP
285
Essential Partners
California
$6.74K
SEP
286
Signature Equity Partners
Ohio
$6.62K +$179 +4 +4%
ZBNA
287
Zions Bancorporation, National Association
Utah
$6.51K
MAS
288
MPWM Advisory Solutions
Georgia
$6.45K
UB
289
UMB Bank
Missouri
$6.28K
CFM
290
Cornerstone Financial Management
Massachusetts
$6.28K +$942 +21 +23%
TFA
291
Toth Financial Advisory
Virginia
$6.23K
AF
292
Advisornet Financial
Minnesota
$6.23K
ST
293
Smithfield Trust
Pennsylvania
$6K
CA
294
Crewe Advisors
Utah
$5.09K
SIC
295
SJS Investment Consulting
Ohio
$4.7K +$1.26K +28 +51%
IAS
296
IMA Advisory Services
Colorado
$4.69K -$269 -6 -7%
AT
297
Arlington Trust
Alabama
$4.47K +$3.54K +79 New
DWM
298
Dogwood Wealth Management
Kansas
$4.3K +$3.41K +76 New
PWA
299
Physician Wealth Advisors
Utah
$4.02K -$987 -22 -24%
NRG
300
Nemes Rush Group
Michigan
$3.96K +$2.65K +59 +536%