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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
376
V-Square Quantitative Management
Illinois
$26.7K +$24.9K +516 New
TWD
377
True Wealth Design
Ohio
$25.4K +$23.7K +492 New
PB
378
Pinnacle Bancorp
Nebraska
$23.4K
UB
379
UMB Bank
Missouri
$22.4K +$16.7K +346 +398%
CIM
380
Contravisory Investment Management
Massachusetts
$21.5K
Jones Financial Companies
381
Jones Financial Companies
Missouri
$20.5K +$19.3K +400 New
VNA
382
Valley National Advisers
Pennsylvania
$20K -$2.89K -60 -13%
RA
383
Rise Advisors
New York
$19.8K +$48 +1 +0.3%
PS
384
Principal Securities
Iowa
$19.1K +$6.6K +137 +59%
DIP
385
DT Investment Partners
Pennsylvania
$17.9K
FHA
386
First Horizon Advisors
Tennessee
$17.3K -$289 -6 -2%
WT
387
Whittier Trust
California
$16.7K
EWA
388
EverSource Wealth Advisors
Alabama
$16.6K +$530 +11 +4%
QL
389
Quarry LP
New York
$16.1K -$8.04K -167 -35%
RA
390
Ransom Advisory
Rhode Island
$15.5K
SWM
391
Spire Wealth Management
Virginia
$12.2K
NS
392
NBC Securities
Alabama
$11K +$4.72K +98 +75%
LFG
393
Larson Financial Group
Missouri
$10.1K +$9.44K +196 New
HWA
394
HHM Wealth Advisors
Tennessee
$8.79K
Bessemer Group
395
Bessemer Group
New Jersey
$7K -$8.19K -170 -54%
BTI
396
Blue Trust Inc
Georgia
$6.93K +$3.13K +65 +82%
LSA
397
Leonteq Securities AG
Switzerland
$6.46K +$6.02K +125 New
LFA
398
LGT Financial Advisors
Texas
$6.31K
VWM
399
Venturi Wealth Management
Texas
$6.26K +$1.3K +27 +29%
QC
400
Quent Capital
New York
$6.25K