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Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$1.47K +$1.23K +79 +359%
T
402
Transce3nd
Texas
$1.36K +$1.45K +93 New
HWM
403
Hemington Wealth Management
Virginia
$1K -$31 -2 -2%
CMP
404
Coston McIsaac & Partners
Maine
$1K
WTFG
405
Wood Tarver Financial Group
Idaho
$1K +$1.64K +105 New
CSWM
406
Cassady Schiller Wealth Management
Ohio
$978 +$1.05K +67 New
MCM
407
MAI Capital Management
Ohio
$851 +$906 +58 New
WA
408
Whipplewood Advisors
Colorado
$803 +$859 +55 New
SIC
409
SJS Investment Consulting
Ohio
$745 -$390 -25 -33%
PTC
410
Private Trust Company
Ohio
$701
DMBA
411
Deseret Mutual Benefit Administrators
Utah
$686 -$8.78K -562 -92%
VWA
412
Valued Wealth Advisors
Utah
$657
TFM
413
TFC Financial Management
Massachusetts
$555
CWC
414
Carolinas Wealth Consulting
North Carolina
$541
OIA
415
Optimum Investment Advisors
Illinois
$496
GRP
416
Global Retirement Partners
California
$482 -$234 -15 -31%
Allspring Global Investments
417
Allspring Global Investments
North Carolina
$461 -$48.6M -3,113,420 -100%
NWWA
418
New Wave Wealth Advisors
Arkansas
$457 +$484 +31 New
TPCW
419
TD Private Client Wealth
New York
$438 -$703 -45 -60%
MCM
420
MV Capital Management
Maryland
$322 -$734 -47 -68%
VHAM
421
Van Hulzen Asset Management
California
$322 +$344 +22 New
CPG
422
Cornerstone Planning Group
New Jersey
$309 +$328 +21 New
GBT
423
Grove Bank & Trust
Florida
$292
HIA
424
Harbor Investment Advisory
Maryland
$292
WCM
425
WealthTrak Capital Management
Virginia
$292 +$312 +20 New