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Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$4.56K +$3.33K +96 +686%
SIC
302
SJS Investment Consulting
Ohio
$4.4K +$3.68K +106 New
PB
303
Pinnacle Bancorp
Nebraska
$4.15K
CCWM
304
Cassaday & Co Wealth Management
Virginia
$4.15K +$3.47K +100 New
QL
305
Quarry LP
New York
$4.07K +$3.4K +98 New
GWM
306
Geneos Wealth Management
Colorado
$3.73K
MAM
307
Marquette Asset Management
Minnesota
$3.65K
TM
308
Torren Management
California
$3.65K
TFA
309
Transamerica Financial Advisors
Florida
$3.57K +$451 +13 +18%
EP
310
Essential Partners
California
$3.44K +$1.11K +32 +63%
PWA
311
Physician Wealth Advisors
Utah
$3.44K +$2.64K +76 +1,086%
BBHC
312
Brown Brothers Harriman & Co
New York
$2.74K
KFAS
313
Keating Financial Advisory Services
Kansas
$2.74K
BWA
314
Basecamp Wealth Advisors
Washington
$2.32K +$555 +16 +40%
TPCW
315
TD Private Client Wealth
New York
$2.2K +$1.84K +53 New
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$1.99K
CA
317
Continuum Advisory
Idaho
$1.99K +$1.67K +48 New
NWMP
318
Noble Wealth Management PBC
Colorado
$1.99K +$1.67K +48 New
AssetMark Inc
319
AssetMark Inc
California
$1.82K
TWD
320
True Wealth Design
Ohio
$1.74K -$1.56K -45 -52%
TFA
321
Toth Financial Advisory
Virginia
$1.66K +$1.39K +40 New
MCM
322
Manchester Capital Management
Vermont
$1.62K
PMFA
323
Plante Moran Financial Advisors
Michigan
$1.58K +$1.32K +38 New
ZBNA
324
Zions Bancorporation, National Association
Utah
$1.45K +$1.22K +35 New
TC
325
Trust Company
Kansas
$1.2K