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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
351
Rossby Financial
Florida
$1.69K -$311 -3 -14%
BIA
352
Bell Investment Advisors
California
$1.69K – – –
PWA
353
Principia Wealth Advisory
Texas
$1.5K +$104 +1 +7%
BFPW
354
BOK Financial Private Wealth
Colorado
$1.5K +$1.66K +16 New
CFO
355
CVA Family Office
Colorado
$1.41K – – –
KG
356
Kilter Group
New York
$1.41K +$1.56K +15 New
PWA
357
Physician Wealth Advisors
Utah
$1.22K – – –
FIM
358
FWL Investment Management
Texas
$1.22K +$1.35K +13 New
CFD
359
Creative Financial Designs
Indiana
$846 – – –
ECA
360
Elevated Capital Advisors
Utah
$846 – – –
HWP
361
Highline Wealth Partners
California
$846 – – –
MB
362
MidFirst Bank
Oklahoma
$752 – – –
PMFA
363
Plante Moran Financial Advisors
Michigan
$658 +$727 +7 New
MCM
364
Manchester Capital Management
Vermont
$565 -$9.34K -90 -94%
MCM
365
MV Capital Management
Maryland
$565 +$623 +6 New
BH
366
Burk Holdings
Oklahoma
$564 – – –
KFI
367
Key Financial Inc
Pennsylvania
$564 – – –
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$564 – – –
HNB
369
Huntington National Bank
Ohio
$564 +$519 +5 +500%
ACA
370
American Capital Advisory
Idaho
$471 -$830 -8 -62%
BFS
371
Bare Financial Services
Pennsylvania
$470 – – –
AWM
372
Abound Wealth Management
Tennessee
$377 – – –
TCM
373
Tradewinds Capital Management
Washington
$377 – – –
TCA
374
Trifecta Capital Advisors
Illinois
$377 +$415 +4 New
LI
375
LRI Investments
Florida
$376 +$415 +4 New
13 14
15
16 17