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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
551
MPWM Advisory Solutions
Georgia
$1.7K +$2.04K +35 New
RTL
552
Red Tortoise LLC
Georgia
$1.7K +$2.04K +35 New
SIS
553
Sound Income Strategies
Florida
$1.56K -$175 -3 -9%
CWM
554
Consultiva Wealth Management
Puerto Rico
$1.51K +$1.81K +31 New
ZB
555
Zions Bancorporation
Utah
$1.22K – – –
SO
556
Sierra Ocean
California
$1.17K +$1.4K +24 New
TCA
557
Trifecta Capital Advisors
Illinois
$1.12K – – –
AWM
558
Avior Wealth Management
Nebraska
$1.12K +$292 +5 +28%
MSWM
559
Mowery & Schoenfeld Wealth Management
Illinois
$1.02K +$1.23K +21 New
DF
560
Dunhill Financial
United Kingdom
$1.01K +$58 +1 +5%
GKIM
561
GW&K Investment Management
Massachusetts
$1K -$1.23K -21 -47%
TFA
562
Transamerica Financial Advisors
Florida
$1K -$292 -5 -63%
HGERS
563
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
HC
564
Hara Capital
Washington
$972 -$5.25K -90 -82%
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$969 – – –
VCM
566
Versant Capital Management
Arizona
$924 – – –
MA
567
MCF Advisors
Kentucky
$875 – – –
SC
568
Stance Capital
Massachusetts
$875 +$1.05K +18 New
TWD
569
True Wealth Design
Ohio
$827 -$59.5K -1,019 -98%
GFPC
570
Global Financial Private Client
Florida
$826 -$3.21K -55 -76%
CMBA
571
C.M. Bidwell & Associates
Hawaii
$826 – – –
TF
572
Tompkins Financial
New York
$826 – – –
CSWM
573
Cassady Schiller Wealth Management
Ohio
$826 +$992 +17 New
AA
574
Ancora Advisors
Ohio
$778 – – –
FFC
575
First Financial Corp
Indiana
$778 – – –