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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
Anfield Capital Management
California
$35.6K +$35.4K +1,258 +1,144%
RF
402
Robinswood Financial
Washington
$32.8K – – –
RFP
403
Root Financial Partners
California
$32.5K -$8.02K -285 -19%
SA
404
Seneschal Advisors
Washington
$30.4K – – –
DWP
405
Destiny Wealth Partners
Florida
$30.4K +$32.8K +1,166 New
HFM
406
Hartford Financial Management
Connecticut
$29.3K – – –
MB
407
MidFirst Bank
Oklahoma
$28.9K +$6.33K +225 +25%
SIS
408
Sound Income Strategies
Florida
$28.5K -$6.16K -219 -17%
EA
409
Evergreen Advisors
Tennessee
$27.7K +$29.9K +1,062 New
JWA
410
JFS Wealth Advisors
Pennsylvania
$27.6K – – –
ZBNA
411
Zions Bancorporation, National Association
Utah
$26.8K -$2.25M -80,129 -99%
FMP
412
Financial Management Professionals
Texas
$26.4K -$17.2K -612 -38%
CHC
413
City Holding Co
West Virginia
$26.2K – – –
PWA
414
Physician Wealth Advisors
Utah
$25.6K +$1.15K +41 +4%
PUI
415
Purpose Unlimited Inc
$25.1K +$27.1K +963 New
PTC
416
Private Trust Company
Ohio
$24.3K -$20.9K -742 -44%
SC
417
SouthState Corp
Florida
$23.4K -$4.13K -147 -14%
FDW
418
Fourth Dimension Wealth
Ohio
$23.4K – – –
HWP
419
Highline Wealth Partners
California
$23.1K -$478 -17 -2%
SEP
420
Signature Equity Partners
Ohio
$23.1K +$20.1K +715 +416%
BWL
421
Bogart Wealth LLC
Virginia
$22.2K – – –
AFC
422
Ares Financial Consulting
California
$19.7K +$20.6K +733 New
FC
423
Financial Consulate
Maryland
$19.6K +$4.47K +159 +27%
MMCM
424
Murphy & Mullick Capital Management
New York
$19.4K – – –
GWM
425
Geneos Wealth Management
Colorado
$18.8K – – –
15 16
17
18 19