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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
2101
Zions Bancorporation, National Association
Utah
$798K +$26.5K +105 +4%
IPW
2102
Invictus Private Wealth
Colorado
$797K -$68.3K -271 -9%
BDFN
2103
Bond & Devick Financial Network
Minnesota
$796K -$25.2K -100 -3%
CGA
2104
Crescent Grove Advisors
Illinois
$796K +$4.54K +18 +0.6%
IAS
2105
Integrity Advisory Solutions
Texas
$796K +$109K +433 +18%
OPCM
2106
Osborne Partners Capital Management
California
$795K
TC
2107
Truvestments Capital
Florida
$794K -$64.2K -255 -8%
MFS
2108
Mattson Financial Services
Michigan
$793K +$63.7K +253 +8%
EFA
2109
Evernest Financial Advisors
Indiana
$792K +$91.5K +363 +15%
IWM
2110
Iams Wealth Management
Nebraska
$791K +$74.8K +297 +12%
MF
2111
Manchester Financial
California
$790K
CFA
2112
Cahill Financial Advisors
Minnesota
$790K -$30K -119 -4%
SSCA
2113
South Shore Capital Advisors
Massachusetts
$789K +$707K +2,807 New
PWMG
2114
Prestige Wealth Management Group
New Jersey
$789K +$584K +2,319 +476%
HCM
2115
Hengehold Capital Management
Ohio
$788K +$1.26K +5 +0.2%
BAM
2116
Bosun Asset Management
Illinois
$787K
FPH
2117
Financial Planning Hawaii
Hawaii
$787K
OCM
2118
Orion Capital Management
California
$785K -$95.2K -378 -12%
MWS
2119
MFA Wealth Services
California
$784K +$115K +455 +19%
OCPWS
2120
One Charles Private Wealth Services
Massachusetts
$783K +$19.9K +79 +3%
HP
2121
Hilltop Partners
Indiana
$781K +$756 +3 +0.1%
FBT
2122
First Bankers Trust
Kentucky
$780K -$135K -535 -16%
1IA
2123
1620 Investment Advisors
Massachusetts
$780K -$86.9K -345 -11%
AA
2124
Acorns Advisers
California
$780K +$108K +429 +18%
TFA
2125
Transamerica Financial Advisors
Florida
$778K -$84.2K -334 -11%