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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bare Financial Services
Pennsylvania
$5.81K +$3.25K +112 +88%
HPC
302
HM Payson & Co
Maine
$5.62K
TWD
303
True Wealth Design
Ohio
$5.62K +$1.3K +45 +24%
CA
304
CoreCap Advisors
Michigan
$5.11K
GFA
305
Godfrey Financial Associates
New York
$5.04K
GKIM
306
GW&K Investment Management
Massachusetts
$5K +$579 +20 +12%
CT
307
Caldwell Trust
Florida
$4.98K
YP
308
YANKCOM Partnership
South Dakota
$4.96K
ZBNA
309
Zions Bancorporation, National Association
Utah
$4.91K
NSIM
310
North Star Investment Management
Illinois
$4.67K +$2.75K +95 +98%
KFI
311
Key Financial Inc
Pennsylvania
$4.45K
EI
312
EFG International
$4.04K +$4.81K +166 New
OCWP
313
Owl Creek Wealth Partners
Colorado
$3.84K +$4.58K +158 New
FNWA
314
Financial Network Wealth Advisors
Utah
$3.79K +$985 +34 +28%
JFG
315
JDM Financial Group
Texas
$3.67K +$4.38K +151 New
TC
316
Truvestments Capital
Florida
$3.57K +$4.26K +147 New
SIS
317
Sound Income Strategies
Florida
$3.45K -$26.6K -918 -87%
HWP
318
Highline Wealth Partners
California
$3.43K -$3.48K -120 -46%
MWA
319
Medallion Wealth Advisors
Connecticut
$3.04K
SEP
320
Signature Equity Partners
Ohio
$3.04K +$348 +12 +11%
HHGA
321
Halbert Hargrove Global Advisors
California
$2.99K
EB
322
Eastern Bank
Massachusetts
$2.92K +$3.48K +120 New
Federated Hermes
323
Federated Hermes
Pennsylvania
$2.84K
CPG
324
Cornerstone Planning Group
New Jersey
$2.83K -$3.04K -105 -47%
KG
325
Kilter Group
New York
$2.72K +$2.93K +101 +918%