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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
301
Bruce G. Allen Investments
Colorado
$5.4K
JWA
302
JFS Wealth Advisors
Pennsylvania
$4.81K
HIW
303
Holos Integrated Wealth
Pennsylvania
$4.22K
BWL
304
Bogart Wealth LLC
Virginia
$4.05K
Bessemer Group
305
Bessemer Group
New Jersey
$4K -$26.4K -281 -85%
CTWM
306
Cherry Tree Wealth Management
Minnesota
$3.8K +$4.23K +45 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$3.55K +$1.13K +12 +40%
FFO
308
Fortitude Family Office
Arizona
$3.54K
GEA
309
Glen Eagle Advisors
New Jersey
$3.12K
AFG
310
Albion Financial Group
Utah
$2.62K
ZBNA
311
Zions Bancorporation, National Association
Utah
$2.45K +$2.73K +29 New
GKIM
312
GW&K Investment Management
Massachusetts
$2K
CA
313
Clearstead Advisors
Ohio
$1.77K +$1.98K +21 New
RF
314
Rossby Financial
Florida
$1.71K +$2.07K +22 New
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$1.44K
WA
316
Whipplewood Advisors
Colorado
$1.44K +$94 +1 +6%
T
317
Transce3nd
Texas
$1.27K -$941 -10 -40%
CFO
318
CVA Family Office
Colorado
$1.27K
TWD
319
True Wealth Design
Ohio
$1.01K
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$1.01K +$1.13K +12 New
PWA
321
Physician Wealth Advisors
Utah
$845 +$941 +10 New
TPCW
322
TD Private Client Wealth
New York
$760 -$659 -7 -44%
HWP
323
Highline Wealth Partners
California
$760 +$847 +9 New
BIG
324
Brooklyn Investment Group
New York
$676 +$753 +8 New
SPIA
325
Steward Partners Investment Advisory
New York
$675