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On Holding
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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
451
UMB Bank
Missouri
$15.3K +$1.29K +30 +10%
ADL
452
Asset Dedication LLC
California
$13.7K – – –
WAS
453
Winch Advisory Services
Wisconsin
$12.6K – – –
BFPW
454
BOK Financial Private Wealth
Colorado
$12.2K -$10.7K -249 -49%
GSWM
455
Golden State Wealth Management
California
$12K +$2.8K +65 +34%
QWM
456
Quaker Wealth Management
New Jersey
$11.6K – – –
CW
457
Curio Wealth
Maryland
$11.6K +$10.7K +249 New
LI
458
LRI Investments
Florida
$11.2K +$4.96K +115 +91%
RIL
459
Rothschild Investment LLC
Illinois
$10.7K +$1.12K +26 +13%
QCG
460
Quadrant Capital Group
Ohio
$9.3K +$474 +11 +6%
SWP
461
Strategic Wealth Partners
Ohio
$9.3K +$8.62K +200 New
RFP
462
Root Financial Partners
California
$8.37K – – –
SN
463
Sittner & Nelson
Oregon
$8.35K – – –
BIA
464
Bell Investment Advisors
California
$8.23K +$4.78K +111 +168%
EP
465
Essential Partners
California
$7.39K +$6.81K +158 +15,800%
MAFA
466
MJT & Associates Financial Advisory
Minnesota
$7.34K – – –
WA
467
WPG Advisers
Maryland
$7.2K -$11.6K -269 -63%
GC
468
Gould Capital
Washington
$6.97K -$15.1K -350 -70%
CWM
469
Cranbrook Wealth Management
Michigan
$6.65K – – –
CFD
470
Creative Financial Designs
Indiana
$6.46K – – –
TFA
471
Transamerica Financial Advisors
Florida
$6.37K +$1.9K +44 +47%
CA
472
Crewe Advisors
Utah
$5.72K +$991 +23 +23%
NOI
473
Newton One Investments
Delaware
$5.3K – – –
PWMG
474
Prestige Wealth Management Group
New Jersey
$5.02K +$1.55K +36 +50%
AIM
475
Anchor Investment Management
South Carolina
$4.65K – – –
17 18
19
20 21