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Name Holding Trade Value Shares
Change
Change in
Stake
W
301
WealthCollab
Washington
$14.5K
TFGT
302
TS Financial Group (TSFG)
Illinois
$14K +$57 +14 +0.4%
Bessemer Group
303
Bessemer Group
New Jersey
$14K +$3.01K +743 +29%
CPA
304
Capital Performance Advisors
California
$13.8K +$12.8K +3,164 New
PS
305
Principal Securities
Iowa
$13.3K +$1.37K +339 +13%
LWA
306
Lowe Wealth Advisors
Maryland
$12.9K
SWM
307
Spire Wealth Management
Virginia
$12.8K -$2.02K -499 -15%
LI
308
LRI Investments
Florida
$12.6K
GEA
309
Glen Eagle Advisors
New Jersey
$12K +$206 +51 +2%
SIS
310
Sound Income Strategies
Florida
$12K
MSFP
311
Mark Sheptoff Financial Planning
Connecticut
$11.8K
VNA
312
Valley National Advisers
Pennsylvania
$9K -$688 -170 -7%
JWA
313
JFS Wealth Advisors
Pennsylvania
$8.91K +$239 +59 +3%
AWM
314
Activest Wealth Management
Florida
$8.74K
DF
315
Dunhill Financial
United Kingdom
$8.74K +$8.09K +2,000 New
DJSG
316
D.J. St. Germain
Massachusetts
$8.69K +$380 +94 +5%
ZB
317
Zions Bancorporation
Utah
$6.86K
Mirae Asset Global ETFs Holdings
318
Mirae Asset Global ETFs Holdings
Hong Kong
$6.66K +$6.17K +1,525 New
SC
319
Stephens Consulting
Michigan
$6.55K
FFWM
320
Future Financial Wealth Management
Ohio
$5.68K +$5.26K +1,300 New
TCM
321
Tradewinds Capital Management
Washington
$5.11K
Kayne Anderson Rudnick Investment Management
322
Kayne Anderson Rudnick Investment Management
California
$5.03K +$4.65K +1,150 New
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.8K
HNB
324
Huntington National Bank
Ohio
$4.78K
CFB
325
Cullen/Frost Bankers
Texas
$4.75K +$870 +215 +25%