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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$4.86K +$663 +8 +16%
VCM
302
Versant Capital Management
Arizona
$4.78K +$4.81K +58 New
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.69K
CWP
304
Concord Wealth Partners
Virginia
$4.12K +$4.14K +50 New
HIW
305
Holos Integrated Wealth
Pennsylvania
$4.12K +$4.14K +50 New
BWL
306
Bogart Wealth LLC
Virginia
$3.95K
FFO
307
Fortitude Family Office
Arizona
$3.46K
GEA
308
Glen Eagle Advisors
New Jersey
$3.05K
AFG
309
Albion Financial Group
Utah
$2.55K +$2.57K +31 New
PFBT
310
Parkside Financial Bank & Trust
Missouri
$2.47K
ZB
311
Zions Bancorporation
Utah
$2.39K -$2.57K -31 -52%
T
312
Transce3nd
Texas
$2.06K +$2.07K +25 New
GKIM
313
GW&K Investment Management
Massachusetts
$2K
LIS
314
Legacy Investment Solutions
Idaho
$1.68K +$1.41K +17 New
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$1.68K +$1.41K +17 New
NWWA
316
New Wave Wealth Advisors
Arkansas
$1.65K +$1.66K +20 New
DRP
317
Decker Retirement Planning
Utah
$1.56K +$1.57K +19 New
WA
318
Whipplewood Advisors
Colorado
$1.4K +$1.41K +17 New
CPG
319
Cornerstone Planning Group
New Jersey
$1.38K +$1.24K +15 New
TPCW
320
TD Private Client Wealth
New York
$1.32K -$332 -4 -20%
CFO
321
CVA Family Office
Colorado
$1.24K
TWD
322
True Wealth Design
Ohio
$989 -$3.07K -37 -76%
SPIA
323
Steward Partners Investment Advisory
New York
$659
KFI
324
Key Financial Inc
Pennsylvania
$494
KFGG
325
Keystone Financial Group (Georgia)
Georgia
$412 +$415 +5 New