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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$4.18K
GKIM
177
GW&K Investment Management
Massachusetts
$4K
ZBNA
178
Zions Bancorporation, National Association
Utah
$3.56K +$3.35K +115 New
MAS
179
MPWM Advisory Solutions
Georgia
$3.53K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$3.48K +$2.89K +99 +254%
CAWM
181
Capital A Wealth Management
Pennsylvania
$3.37K
PC
182
Promus Capital
Illinois
$3.09K
TWD
183
True Wealth Design
Ohio
$2.91K +$88 +3 +3%
AAP
184
Arax Advisory Partners
Colorado
$2.72K
DF
185
DecisionPoint Financial
Arizona
$2.07K
SIS
186
Sound Income Strategies
Florida
$1.82K
PWA
187
Provenance Wealth Advisors
Florida
$1.73K
PWAM
188
Private Wealth Asset Management
Iowa
$1.73K +$1.63K +56 New
NA
189
NewEdge Advisors
Louisiana
$1.52K -$9.02K -309 -86%
CA
190
Clearstead Advisors
Ohio
$1.52K +$1.43K +49 New
CFB
191
Cullen/Frost Bankers
Texas
$1.45K
MCM
192
MAI Capital Management
Ohio
$1.33K
AFG
193
Albion Financial Group
Utah
$1.18K -$700 -24 -39%
ADL
194
Asset Dedication LLC
California
$1.18K +$1.11K +38 New
CFO
195
CVA Family Office
Colorado
$1.14K
LI
196
LRI Investments
Florida
$1.01K
RF
197
Roxbury Financial
New Jersey
$869
CFD
198
Creative Financial Designs
Indiana
$742 -$51.5K -1,766 -99%
PWA
199
Physician Wealth Advisors
Utah
$681 -$496 -17 -44%
CA
200
CoreCap Advisors
Michigan
$526