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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
376
Key Financial Inc
Pennsylvania
$6.4K – – –
GRP
377
Global Retirement Partners
California
$6.4K +$6.91K +83 New
LFG
378
Larson Financial Group
Missouri
$5.89K +$582 +7 +10%
CFS
379
CGC Financial Services
Oregon
$5.86K – – –
OCWP
380
Owl Creek Wealth Partners
Colorado
$5.39K – – –
BFPW
381
BOK Financial Private Wealth
Colorado
$5.39K +$5.82K +70 New
PMAM
382
Picton Mahoney Asset Management
Ontario, Canada
$5.16K +$5.57K +67 New
PWMG
383
Private Wealth Management Group
New Jersey
$4.32K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$4.01K – – –
BFS
385
Bare Financial Services
Pennsylvania
$4.01K +$749 +9 +21%
ADL
386
Asset Dedication LLC
California
$3.85K – – –
PFBT
387
Parkside Financial Bank & Trust
Missouri
$3.78K – – –
CFO
388
CVA Family Office
Colorado
$3.31K -$2.16K -26 -38%
AWM
389
Activest Wealth Management
Florida
$3.31K +$3.58K +43 New
Mitsubishi UFJ Asset Management
390
Mitsubishi UFJ Asset Management
Japan
$3.16K – – –
MCM
391
Manchester Capital Management
Vermont
$3.01K -$166 -2 -5%
FFO
392
Fortitude Family Office
Arizona
$2.85K -$832 -10 -21%
APFP
393
Action Point Financial Planning
Michigan
$2.77K +$3.24K +39 New
GFA
394
Godfrey Financial Associates
New York
$2.54K – – –
QC
395
Quent Capital
New York
$2.47K +$83 +1 +3%
WA
396
WPG Advisers
Maryland
$2.23K – – –
JWA
397
JFS Wealth Advisors
Pennsylvania
$2.16K – – –
WTC
398
WhitTier Trust Company
Nevada
$2.1K – – –
KFAS
399
Keating Financial Advisory Services
Kansas
$1.93K – – –
ZBNA
400
Zions Bancorporation, National Association
Utah
$1.77K +$832 +10 +77%