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Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
CX Institutional
Indiana
$6K +$5.88K +100 New
TWD
602
True Wealth Design
Ohio
$5.93K
CTB
603
Country Trust Bank
Illinois
$5.86K
SFCL
604
Strengthening Families & Communities LLC
Massachusetts
$5.58K +$59 +1 +1%
GAMC
605
Garner Asset Management Corp
Texas
$5.55K +$5.3K +90 New
SGK
606
Steigerwald Gordon & Koch
Virginia
$5.25K +$5K +85 New
LI
607
LRI Investments
Florida
$4.95K
W
608
WealthCollab
Washington
$4.88K
MB
609
MidFirst Bank
Oklahoma
$4.75K +$4.53K +77 New
GSWM
610
Golden State Wealth Management
California
$4.38K
AWA
611
Acumen Wealth Advisors
Tennessee
$4.24K +$4K +68 New
ZBNA
612
Zions Bancorporation, National Association
Utah
$4.01K +$1.18K +20 +44%
TSMHT
613
Thurston Springer Miller Herd & Titak
Indiana
$4.01K +$3.83K +65 New
SWM
614
SHP Wealth Management
Massachusetts
$3.98K +$3.77K +64 New
SIS
615
Sound Income Strategies
Florida
$3.78K
EP
616
Essential Partners
California
$3.64K
HIW
617
Holos Integrated Wealth
Pennsylvania
$3.22K
SWIM
618
Smallwood Wealth Investment Management
New Jersey
$3.15K
SWP
619
Strategic Wealth Partners
Ohio
$3.09K
SIC
620
SJS Investment Consulting
Ohio
$3.02K
OCM
621
Orion Capital Management
California
$3.02K
WWA
622
Wealth Watch Advisors
Colorado
$2.84K
MWA
623
Miller Wealth Advisors
Colorado
$2.78K
ANBT
624
American National Bank & Trust
Texas
$2.72K +$2.59K +44 New
LWM
625
Lodestone Wealth Management
Washington
$2.72K +$2.59K +44 New