Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
301
Global Wealth Strategies & Associates
Colorado
$3.59K +$3.69K +74 New
WPA
302
Wealth Preservation Advisors
Tennessee
$3.35K – – –
HNB
303
Huntington National Bank
Ohio
$2.96K – – –
KG
304
Kilter Group
New York
$2.87K +$2.94K +59 New
KFAS
305
Keating Financial Advisory Services
Kansas
$2.48K +$2.54K +51 New
CG
306
Curat Global
New Hampshire
$2.43K – – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$2.19K -$50 -1 -2%
TPBG
308
Turning Point Benefit Group
Maryland
$1.94K +$2K +40 New
RF
309
Rossby Financial
Florida
$1.7K – – –
BTI
310
Blue Trust Inc
Georgia
$1.7K +$349 +7 +25%
UB
311
UMB Bank
Missouri
$1.5K – – –
PWA
312
Principia Wealth Advisory
Texas
$1.46K -$150 -3 -9%
WIM
313
Westside Investment Management
California
$1.46K +$1.5K +30 New
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$1.36K -$200 -4 -13%
LFG
315
Larson Financial Group
Missouri
$1.31K +$200 +4 +17%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1.07K – – –
CI
317
CX Institutional
Indiana
$1K +$599 +12 New
MEG
318
Millstone Evans Group
Colorado
$728 – – –
FFO
319
Fortitude Family Office
Arizona
$680 -$499 -10 -42%
AF
320
Advisornet Financial
Minnesota
$583 – – –
VCM
321
Versant Capital Management
Arizona
$583 – – –
KCM
322
Key Capital Management
Tennessee
$534 +$549 +11 New
CH
323
Cromwell Holdings
Wyoming
$486 – – –
BHWM
324
Bay Harbor Wealth Management
Maryland
$437 +$200 +4 +80%
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$389 -$150 -3 -27%