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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
501
Cullen/Frost Bankers
Texas
$9.59K +$2.57K +45 +33%
VWM
502
Vermillion Wealth Management
Minnesota
$9.48K -$1.03K -18 -9%
GIM
503
Gold Investment Management
Alberta, Canada
$9.47K +$10.3K +180 New
CPG
504
Cornerstone Planning Group
New Jersey
$9.45K +$2K +35 +29%
JWA
505
JFS Wealth Advisors
Pennsylvania
$9.32K +$3.25K +57 +48%
WSFS
506
Wilmington Savings Fund Society
Delaware
$8.11K +$8.79K +154 New
APW
507
Aventura Private Wealth
Florida
$7.53K +$2.11K +37 +35%
ZBNA
508
Zions Bancorporation, National Association
Utah
$7K +$1.26K +22 +20%
DWM
509
Dogwood Wealth Management
Kansas
$6.9K – – –
TWD
510
True Wealth Design
Ohio
$6.53K +$1.2K +21 +20%
JWM
511
JPL Wealth Management
Colorado
$6.45K – – –
RWM
512
RMG Wealth Management
Wisconsin
$6.32K – – –
APFP
513
Action Point Financial Planning
Michigan
$6.32K +$6.91K +121 New
KAS
514
Kemnay Advisory Services
New York
$6.16K +$171 +3 +3%
MCM
515
Manchester Capital Management
Vermont
$5.79K – – –
EP
516
Evelyn Partners
$5.26K +$5.71K +100 New
RF
517
Rossby Financial
Florida
$4.79K +$2.85K +50 +122%
BL
518
BFSG LLC
California
$4.69K – – –
KG
519
Kilter Group
New York
$4.05K +$343 +6 +8%
CH
520
Cromwell Holdings
Wyoming
$4.05K +$1.43K +25 +48%
IAS
521
IMA Advisory Services
Colorado
$4.05K +$1.49K +26 +51%
BFS
522
Bare Financial Services
Pennsylvania
$3.74K – – –
KFA
523
Kelleher Financial Advisors
New York
$3.53K +$3.83K +67 New
TCM
524
Triumph Capital Management
Colorado
$3.48K – – –
AF
525
Advisornet Financial
Minnesota
$3.42K +$57 +1 +2%