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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
876
Zions Bancorporation
Utah
$15K -$3.93K -113 -22%
GWMIA
877
Global Wealth Management Investment Advisory
Florida
$15K
SIA
878
SeaBridge Investment Advisors
New Jersey
$15K
Bank Julius Baer & Co
879
Bank Julius Baer & Co
Switzerland
$15K +$592 +17 +4%
TH
880
TCTC Holdings
Texas
$15K +$13.9K +400 New
TFO
881
Tarbox Family Office
California
$14K -$4.7K -135 -27%
GI
882
Gradient Investments
Minnesota
$14K -$661 -19 -5%
FBT
883
First Bank & Trust
South Dakota
$14K
EWM
884
Edge Wealth Management
New York
$13K
SIM
885
Sonora Investment Management
Arizona
$13K +$6.54K +188 +112%
JFA
886
JNBA Financial Advisors
Minnesota
$12K
TFS
887
TrustCore Financial Services
Tennessee
$12K
BWM
888
Baystate Wealth Management
Massachusetts
$12K +$4.84K +139 +69%
APC
889
Aspire Private Capital
North Carolina
$12K +$10.3K +297 +1,747%
TCM
890
Tradewinds Capital Management
Washington
$11K -$6.96K -200 -39%
BWP
891
Baldwin Wealth Partners
Massachusetts
$11K
1W
892
1776 Wealth
Georgia
$10K -$10.4K -300 -50%
BFC
893
Bedel Financial Consulting
Indiana
$10K -$975 -28 -9%
CIAS
894
CBIZ Investment Advisory Services
Ohio
$10K
HFA
895
HC Financial Advisors
California
$10K
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
HGWM
897
Harvest Group Wealth Management
Massachusetts
$10K +$70 +2 +0.7%
CAM
898
Costello Asset Management
Pennsylvania
$10K +$9.22K +265 New
SC
899
Steph & Co
Wisconsin
$10K +$9.57K +275 New
CFFP
900
Center for Financial Planning
Michigan
$9K -$2.05K -59 -20%