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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$6.25K +$847 +9 +14%
BGAI
302
Bruce G. Allen Investments
Colorado
$5.4K – – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.81K – – –
HIW
304
Holos Integrated Wealth
Pennsylvania
$4.22K – – –
BWL
305
Bogart Wealth LLC
Virginia
$4.05K – – –
Bessemer Group
306
Bessemer Group
New Jersey
$4K -$26.4K -281 -85%
CTWM
307
Cherry Tree Wealth Management
Minnesota
$3.8K +$4.23K +45 New
PFBT
308
Parkside Financial Bank & Trust
Missouri
$3.55K +$1.13K +12 +40%
FFO
309
Fortitude Family Office
Arizona
$3.54K – – –
GEA
310
Glen Eagle Advisors
New Jersey
$3.12K – – –
AFG
311
Albion Financial Group
Utah
$2.62K – – –
ZBNA
312
Zions Bancorporation, National Association
Utah
$2.45K +$2.73K +29 New
GKIM
313
GW&K Investment Management
Massachusetts
$2K – – –
CA
314
Clearstead Advisors
Ohio
$1.77K +$1.98K +21 New
RF
315
Rossby Financial
Florida
$1.71K +$2.07K +22 New
LWMI
316
Legacy Wealth Management (Idaho)
Idaho
$1.44K – – –
WA
317
Whipplewood Advisors
Colorado
$1.44K +$94 +1 +6%
T
318
Transce3nd
Texas
$1.27K -$941 -10 -40%
CFO
319
CVA Family Office
Colorado
$1.27K – – –
TWD
320
True Wealth Design
Ohio
$1.01K – – –
NEWAS
321
N.E.W. Advisory Services
Wisconsin
$1.01K +$1.13K +12 New
PWA
322
Physician Wealth Advisors
Utah
$845 +$941 +10 New
TPCW
323
TD Private Client Wealth
New York
$760 -$659 -7 -44%
HWP
324
Highline Wealth Partners
California
$760 +$847 +9 New
BIG
325
Brooklyn Investment Group
New York
$676 +$753 +8 New