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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$13.6K
WAS
277
Winch Advisory Services
Wisconsin
$13K +$650 +23 +5%
JWA
278
JFS Wealth Advisors
Pennsylvania
$12.5K -$2.66K -94 -18%
VWM
279
Vermillion Wealth Management
Minnesota
$11.8K +$11.7K +415 New
HWA
280
HHM Wealth Advisors
Tennessee
$11.4K
PTC
281
Private Trust Company
Ohio
$10.5K
UB
282
UMB Bank
Missouri
$10.2K -$14K -495 -58%
CFO
283
CVA Family Office
Colorado
$10.1K +$819 +29 +9%
GEA
284
Glen Eagle Advisors
New Jersey
$8.56K
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$8.17K +$1.92K +68 +33%
CA
286
Continuum Advisory
Idaho
$8.14K
KIM
287
Kestra Investment Management
Texas
$8.04K +$7.94K +281 New
CAL
288
Capital Analysts LLC
Pennsylvania
$8K +$170 +6 +2%
PA
289
Pineridge Advisors
Missouri
$7.77K +$7.68K +272 New
MA
290
Montag & Associates
Georgia
$7.51K +$1.38K +49 +23%
BWAM
291
Boyd Watterson Asset Management
Ohio
$7.14K
CAS
292
Coppell Advisory Solutions
Texas
$6.9K +$4.35K +154 +175%
BIA
293
Bell Investment Advisors
California
$6.31K -$7.66K -271 -55%
ZB
294
Zions Bancorporation
Utah
$6.17K +$537 +19 +10%
HPC
295
HM Payson & Co
Maine
$6.14K
Bessemer Group
296
Bessemer Group
New Jersey
$6K
GKIM
297
GW&K Investment Management
Massachusetts
$6K
CA
298
CoreCap Advisors
Michigan
$6K
IBOK
299
Independence Bank of Kentucky
Kentucky
$5.88K
CT
300
Caldwell Trust
Florida
$5.85K