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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
301
Wealth Preservation Advisors
Tennessee
$3.35K
HNB
302
Huntington National Bank
Ohio
$2.96K
KG
303
Kilter Group
New York
$2.87K +$2.94K +59 New
KFAS
304
Keating Financial Advisory Services
Kansas
$2.48K +$2.54K +51 New
CG
305
Curat Global
New Hampshire
$2.43K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.19K -$50 -1 -2%
TPBG
307
Turning Point Benefit Group
Maryland
$1.94K +$2K +40 New
RF
308
Rossby Financial
Florida
$1.7K
BTI
309
Blue Trust Inc
Georgia
$1.7K +$349 +7 +25%
UB
310
UMB Bank
Missouri
$1.5K
PWA
311
Principia Wealth Advisory
Texas
$1.46K -$150 -3 -9%
WIM
312
Westside Investment Management
California
$1.46K +$1.5K +30 New
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$1.36K -$200 -4 -13%
LFG
314
Larson Financial Group
Missouri
$1.31K +$200 +4 +17%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.07K
CI
316
CX Institutional
Indiana
$1K +$599 +12 New
MEG
317
Millstone Evans Group
Colorado
$728
FFO
318
Fortitude Family Office
Arizona
$680 -$499 -10 -42%
AF
319
Advisornet Financial
Minnesota
$583
VCM
320
Versant Capital Management
Arizona
$583
KCM
321
Key Capital Management
Tennessee
$534 +$549 +11 New
CH
322
Cromwell Holdings
Wyoming
$486
BHWM
323
Bay Harbor Wealth Management
Maryland
$437 +$200 +4 +80%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$389 -$150 -3 -27%
RWM
325
Rialto Wealth Management
New York
$389 +$50 +1 +14%