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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$9.32K +$3.25K +57 +48%
WSFS
502
Wilmington Savings Fund Society
Delaware
$8.11K +$8.79K +154 New
APW
503
Aventura Private Wealth
Florida
$7.53K +$2.11K +37 +35%
ZBNA
504
Zions Bancorporation, National Association
Utah
$7K +$1.26K +22 +20%
DWM
505
Dogwood Wealth Management
Kansas
$6.9K
TWD
506
True Wealth Design
Ohio
$6.53K +$1.2K +21 +20%
JWM
507
JPL Wealth Management
Colorado
$6.45K
RWM
508
RMG Wealth Management
Wisconsin
$6.32K
APFP
509
Action Point Financial Planning
Michigan
$6.32K +$6.91K +121 New
KAS
510
Kemnay Advisory Services
New York
$6.16K +$171 +3 +3%
MCM
511
Manchester Capital Management
Vermont
$5.79K
EP
512
Evelyn Partners
$5.26K +$5.71K +100 New
RF
513
Rossby Financial
Florida
$4.79K +$2.85K +50 +122%
BL
514
BFSG LLC
California
$4.69K
KG
515
Kilter Group
New York
$4.05K +$343 +6 +8%
CH
516
Cromwell Holdings
Wyoming
$4.05K +$1.43K +25 +48%
IAS
517
IMA Advisory Services
Colorado
$4.05K +$1.49K +26 +51%
BFS
518
Bare Financial Services
Pennsylvania
$3.74K
KFA
519
Kelleher Financial Advisors
New York
$3.53K +$3.83K +67 New
TCM
520
Triumph Capital Management
Colorado
$3.48K
AF
521
Advisornet Financial
Minnesota
$3.42K +$57 +1 +2%
FHC
522
First Horizon Corporation
Tennessee
$3.37K
BBHC
523
Brown Brothers Harriman & Co
New York
$3.26K
AAS
524
Ameritas Advisory Services
Nebraska
$3.1K +$3.37K +59 New
BHWM
525
Bay Harbor Wealth Management
Maryland
$3.05K +$799 +14 +32%