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Name Holding Trade Value Shares
Change
Change in
Stake
MNA
551
Manning & Napier Advisors
New York
$18.6K -$678 -8 -3%
ZBNA
552
Zions Bancorporation, National Association
Utah
$18.4K -$1.1K -13 -6%
PMFA
553
Plante Moran Financial Advisors
Michigan
$18.1K – – –
CI
554
CX Institutional
Indiana
$18K -$2.29K -27 -11%
BFS
555
Bare Financial Services
Pennsylvania
$17.8K +$3.39K +40 +23%
TCOT
556
Trust Company of Toledo
Ohio
$17.7K – – –
MCI
557
MRP Capital Investments
Georgia
$16.5K – – –
VWA
558
Valued Wealth Advisors
Utah
$16K – – –
VNA
559
Valley National Advisers
Pennsylvania
$16K – – –
SEP
560
Signature Equity Partners
Ohio
$15.9K -$5.76K -68 -26%
KFI
561
Key Financial Inc
Pennsylvania
$15.7K +$12.8K +151 +387%
CCWM
562
Cassaday & Co Wealth Management
Virginia
$15.1K +$15.6K +184 New
AUB
563
Atlantic Union Bankshares
Virginia
$14.8K – – –
ACA
564
American Capital Advisory
Idaho
$14K +$10.6K +125 +278%
KFG
565
Kingdom Financial Group
Arizona
$14K +$14.3K +169 +16,900%
LAS
566
Lloyd Advisory Services
Georgia
$14K +$14.4K +170 New
FFO
567
Fortitude Family Office
Arizona
$13.9K – – –
RF
568
Roxbury Financial
New Jersey
$13.9K – – –
CFFP
569
Center for Financial Planning
Michigan
$13.4K – – –
SWP
570
Strategic Wealth Partners
Ohio
$13.2K – – –
VWM
571
Vermillion Wealth Management
Minnesota
$13.2K – – –
Federated Hermes
572
Federated Hermes
Pennsylvania
$13.1K -$1.02K -12 -7%
HWA
573
HHM Wealth Advisors
Tennessee
$13K – – –
MCM
574
MV Capital Management
Maryland
$13K +$10.3K +122 +339%
RF
575
Rossby Financial
Florida
$12.6K +$9.4K +111 +308%