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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
Bell Investment Advisors
California
$7.8K – – –
CPG
252
Cornerstone Planning Group
New Jersey
$7.33K +$980 +99 +17%
CA
253
Continuum Advisory
Idaho
$7.27K -$1.38K -139 -16%
T
254
Transce3nd
Texas
$6.91K +$6.72K +679 New
W
255
WealthCollab
Washington
$6.56K – – –
UMB Bank
256
UMB Bank
Missouri
$6.16K – – –
Avior Wealth Management
257
Avior Wealth Management
Nebraska
$5.85K – – –
RWM
258
Raffa Wealth Management
District of Columbia
$5.68K – – –
WhitTier Trust Company
259
WhitTier Trust Company
Nevada
$5.28K +$653 +66 +15%
Salem Investment Counselors
260
Salem Investment Counselors
North Carolina
$5.08K – – –
Bessemer Group
261
Bessemer Group
New Jersey
$5K – – –
GW&K Investment Management
262
GW&K Investment Management
Massachusetts
$5K – – –
AF
263
Atala Financial
California
$4.81K +$4.68K +473 New
IFP Advisors
264
IFP Advisors
Florida
$4.35K +$3.94K +398 +1,327%
CFGS
265
Concourse Financial Group Securities
Alabama
$4.28K -$1.11K -112 -21%
PMFA
266
Plante Moran Financial Advisors
Michigan
$4.16K +$4.05K +409 New
Group One Trading
267
Group One Trading
Illinois
$4.11K +$4K +404 New
CAS
268
Coppell Advisory Solutions
Texas
$4.07K – – –
CFO
269
CVA Family Office
Colorado
$4.04K – – –
Kestra Investment Management
270
Kestra Investment Management
Texas
$3.37K +$3.29K +332 New
HWM
271
HighMark Wealth Management
Minnesota
$3.23K +$3.15K +318 New
AEPWM
272
Atlantic Edge Private Wealth Management
Florida
$3.05K – – –
FDCP
273
Foster Dykema Cabot & Partners
Massachusetts
$2.89K – – –
CFFP
274
Center for Financial Planning
Michigan
$2.44K +$2.38K +240 New
PWA
275
Provenance Wealth Advisors
Florida
$2.1K – – –