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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$6.29K +$5.39K +168 New
TFA
252
Transamerica Financial Advisors
Florida
$6.03K +$5.19K +162 New
QCG
253
Quadrant Capital Group
Ohio
$6.02K +$5.16K +161 New
DMIC
254
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.42K +$4.65K +145 New
UB
255
UMB Bank
Missouri
$4.93K +$1.19K +37 +39%
AAP
256
Arax Advisory Partners
Colorado
$4.52K -$49.1K -1,531 -93%
CFB
257
Cullen/Frost Bankers
Texas
$4.51K +$3.88K +121 New
HNW
258
High Note Wealth
Minnesota
$4.19K
LI
259
Louisbourg Investments
New Brunswick, Canada
$4.11K -$3.16M -98,461 -100%
ASN
260
Advisory Services Network
Georgia
$3.85K +$3.3K +103 New
TCM
261
Tradewinds Capital Management
Washington
$3.74K
ZBNA
262
Zions Bancorporation, National Association
Utah
$2.69K -$224 -7 -9%
LFG
263
Larson Financial Group
Missouri
$2.64K +$930 +29 +69%
FWM
264
FSA Wealth Management
Massachusetts
$2.5K
BGAI
265
Bruce G. Allen Investments
Colorado
$1.94K
JWA
266
JFS Wealth Advisors
Pennsylvania
$1.76K +$321 +10 +27%
SPIA
267
Steward Partners Investment Advisory
New York
$1.71K -$128 -4 -8%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$1.65K +$1.41K +44 New
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$1.46K
CFO
270
CVA Family Office
Colorado
$1.42K +$1.22K +38 New
HFS
271
Hughes Financial Services
Virginia
$1.39K
BFS
272
Bare Financial Services
Pennsylvania
$1.35K
TWD
273
True Wealth Design
Ohio
$1.2K +$224 +7 +28%
GWM
274
Geneos Wealth Management
Colorado
$1.2K -$6.67K -208 -87%
CIAM
275
Caitong International Asset Management
Hong Kong
$1.16K -$641 -20 -39%