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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
601
Zions Bancorporation
Utah
$5.05K -$4.93K -27 -51%
TF
602
Tompkins Financial
New York
$5K +$4.57K +25 New
CFGS
603
Concourse Financial Group Securities
Alabama
$4.86K -$4.57K -25 -50%
FMP
604
Financial Management Professionals
Texas
$4K – – –
Lazard Asset Management
605
Lazard Asset Management
New York
$4K +$1.46K +8 +47%
CCA
606
Column Capital Advisors
Indiana
$3.3K – – –
HIA
607
Harbor Investment Advisory
Maryland
$3.11K -$183 -1 -6%
RTL
608
Red Tortoise LLC
Georgia
$3.11K +$2.92K +16 New
BWM
609
BerganKDV Wealth Management
Minnesota
$2.92K – – –
TWA
610
TCI Wealth Advisors
Arizona
$2.92K +$1.46K +8 +114%
SC
611
Schubert & Co
Texas
$2.72K -$548 -3 -18%
DI
612
Disciplined Investments
Oklahoma
$2.53K +$914 +5 +63%
AWM
613
Abound Wealth Management
Tennessee
$2.53K +$1.46K +8 +160%
SIC
614
SJS Investment Consulting
Ohio
$2.33K +$914 +5 +71%
ANBT
615
American National Bank & Trust
Texas
$2K – – –
MA
616
MCF Advisors
Kentucky
$1.94K – – –
QC
617
Quent Capital
New York
$1.55K -$7.31K -40 -83%
PWMG
618
Prestige Wealth Management Group
New Jersey
$1.36K – – –
TFM
619
TFC Financial Management
Massachusetts
$1.17K – – –
CWC
620
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
SOW
621
State of Wyoming
Wyoming
$1.17K +$183 +1 +20%
NSIM
622
North Star Investment Management
Illinois
$1.17K +$1.1K +6 New
CMP
623
Coston McIsaac & Partners
Maine
$1K – – –
TFA
624
Transamerica Financial Advisors
Florida
$1K – – –
GBT
625
Grove Bank & Trust
Florida
$1K +$1.1K +6 New