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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
251
High Note Wealth
Minnesota
$3.27K – – –
TCM
252
Tradewinds Capital Management
Washington
$2.92K +$408 +15 +18%
UB
253
UMB Bank
Missouri
$2.77K – – –
ME
254
McIlrath & Eck
Washington
$2.54K – – –
ZBNA
255
Zions Bancorporation, National Association
Utah
$2.31K -$1.82K -67 -46%
FWM
256
FSA Wealth Management
Massachusetts
$1.96K – – –
SO
257
Sierra Ocean
California
$1.72K -$516 -19 -24%
BGAI
258
Bruce G. Allen Investments
Colorado
$1.52K +$1.41K +52 New
CIAM
259
Caitong International Asset Management
Hong Kong
$1.49K -$10.6K -391 -88%
SPIA
260
Steward Partners Investment Advisory
New York
$1.45K +$136 +5 +11%
AF
261
Advisornet Financial
Minnesota
$1.37K – – –
T
262
Transce3nd
Texas
$1.26K – – –
LFG
263
Larson Financial Group
Missouri
$1.22K -$1.93K -71 -63%
HFS
264
Hughes Financial Services
Virginia
$1.16K +$1.09K +40 New
Kayne Anderson Rudnick Investment Management
265
Kayne Anderson Rudnick Investment Management
California
$1.14K – – –
JWA
266
JFS Wealth Advisors
Pennsylvania
$1.08K +$652 +24 +185%
BFS
267
Bare Financial Services
Pennsylvania
$1.05K – – –
TWD
268
True Wealth Design
Ohio
$730 +$380 +14 +127%
TPWA
269
Twin Peaks Wealth Advisors
California
$649 +$598 +22 New
AT
270
Arlington Trust
Alabama
$526 +$489 +18 New
KG
271
Kilter Group
New York
$205 +$190 +7 New
HNB
272
Huntington National Bank
Ohio
$29 – – –
AssetMark Inc
273
AssetMark Inc
California
$22 – – –
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
– -$16.3M -647,115 Closed
Allspring Global Investments
275
Allspring Global Investments
North Carolina
– -$4.73M -187,565 Closed