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Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Montag & Associates
Georgia
$6.79K
AWM
302
Avior Wealth Management
Nebraska
$6.76K
CA
303
CoreCap Advisors
Michigan
$6.66K +$6.66K +210 New
IBOK
304
Independence Bank of Kentucky
Kentucky
$6.54K +$6.54K +206 New
CT
305
Caldwell Trust
Florida
$6.5K +$6.5K +205 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$6.49K -$3.62K -114 -36%
CA
307
Clearstead Advisors
Ohio
$6.35K
SIC
308
SJS Investment Consulting
Ohio
$6.35K +$6.34K +200 New
SS
309
Sunbelt Securities
Texas
$6.28K +$6.28K +198 New
ZB
310
Zions Bancorporation
Utah
$6.25K -$5.3K -167 -46%
GKIM
311
GW&K Investment Management
Massachusetts
$6K
Bessemer Group
312
Bessemer Group
New Jersey
$6K +$6.22K +196 New
KFI
313
Key Financial Inc
Pennsylvania
$5.81K
FCM
314
Fourpath Capital Management
Oklahoma
$5.68K +$5.68K +179 New
RWA
315
Redmont Wealth Advisors
Illinois
$5.52K
VWM
316
Venturi Wealth Management
Texas
$5.24K -$2.63K -83 -33%
FCA
317
FinTrust Capital Advisors
South Carolina
$5.17K -$825 -26 -14%
AF
318
Advisornet Financial
Minnesota
$5.14K
BWL
319
Bogart Wealth LLC
Virginia
$4.76K -$1.62K -51 -25%
Federated Hermes
320
Federated Hermes
Pennsylvania
$4.06K
CPG
321
Cornerstone Planning Group
New Jersey
$3.7K +$1.84K +58 +95%
FP
322
Financial Perspectives
Minnesota
$3.17K
TCM
323
TruNorth Capital Management
Michigan
$3.17K
RFG
324
REAP Financial Group
Texas
$3.14K +$3.14K +99 New
NSIM
325
North Star Investment Management
Illinois
$3.08K