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Name Holding Trade Value Shares
Change
Change in
Stake
Lodestone Wealth Management
276
Lodestone Wealth Management
Washington
$15.2K -$9.9K -389 -41%
Private Trust Company
277
Private Trust Company
Ohio
$14.9K +$509 +20 +4%
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$14.8K +$1.7K +67 +14%
Parkside Financial Bank & Trust
279
Parkside Financial Bank & Trust
Missouri
$14.5K -$763 -30 -5%
Costello Asset Management
280
Costello Asset Management
Pennsylvania
$13.6K – – –
Cullen/Frost Bankers
281
Cullen/Frost Bankers
Texas
$13.6K – – –
Bare Financial Services
282
Bare Financial Services
Pennsylvania
$13.6K +$6.64K +261 +109%
LifeSteps Financial
283
LifeSteps Financial
California
$13.6K +$12.7K +500 New
Winch Advisory Services
284
Winch Advisory Services
Wisconsin
$12.8K +$254 +10 +2%
Financial Network Wealth Advisors
285
Financial Network Wealth Advisors
Utah
$12.5K +$7.78K +306 +196%
CBIZ Investment Advisory Services
286
CBIZ Investment Advisory Services
Ohio
$12.2K – – –
Pinnacle Bancorp
287
Pinnacle Bancorp
Nebraska
$11.3K – – –
Vermillion Wealth Management
288
Vermillion Wealth Management
Minnesota
$11.3K – – –
MTM Investment Management
289
MTM Investment Management
South Carolina
$11K – – –
HHM Wealth Advisors
290
HHM Wealth Advisors
Tennessee
$10.8K – – –
Montag & Associates
291
Montag & Associates
Georgia
$10.7K – – –
Basecamp Wealth Advisors
292
Basecamp Wealth Advisors
Washington
$10.6K -$34.6K -1,360 -78%
Spire Wealth Management
293
Spire Wealth Management
Virginia
$10.5K – – –
SJS Investment Consulting
294
SJS Investment Consulting
Ohio
$9.8K -$3.26K -128 -26%
First Horizon Corporation
295
First Horizon Corporation
Tennessee
$9.7K +$9.11K +358 New
True Wealth Design
296
True Wealth Design
Ohio
$9.7K +$3.2K +126 +55%
Private Wealth Asset Management
297
Private Wealth Asset Management
Iowa
$9.27K – – –
Kilter Group
298
Kilter Group
New York
$9.06K +$5.65K +222 +198%
Glen Eagle Advisors
299
Glen Eagle Advisors
New Jersey
$8.13K – – –
Mather Group
300
Mather Group
Illinois
$8.05K -$5.26K -207 -41%