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Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
526
Owl Creek Wealth Partners
Colorado
$11.9K +$9.65K +200 New
VWM
527
Vermillion Wealth Management
Minnesota
$11.8K +$868 +18 +10%
GJIA
528
Glass Jacobson Investment Advisors
Maryland
$11.5K
LSA
529
Leonteq Securities AG
Switzerland
$11.3K -$184K -3,806 -95%
KFAS
530
Keating Financial Advisory Services
Kansas
$10.4K +$3.67K +76 +77%
S
531
Sachetta
Massachusetts
$8.9K +$7.24K +150 New
CFB
532
Cullen/Frost Bankers
Texas
$8.11K +$4.1K +85 +163%
DWM
533
Dogwood Wealth Management
Kansas
$7.78K +$6.32K +131 New
CPG
534
Cornerstone Planning Group
New Jersey
$7.6K +$868 +18 +17%
WB
535
Webster Bank
Connecticut
$7.42K +$6.03K +125 New
JSAM
536
J. Safra Asset Management
New York
$7.3K +$2.75K +57 +86%
JWM
537
JPL Wealth Management
Colorado
$7.27K +$5.89K +122 New
JWA
538
JFS Wealth Advisors
Pennsylvania
$7.12K -$5.36K -111 -48%
KAS
539
Kemnay Advisory Services
New York
$6.77K +$5.5K +114 New
ZBNA
540
Zions Bancorporation, National Association
Utah
$6.59K +$2.27K +47 +73%
SIC
541
Salem Investment Counselors
North Carolina
$6.59K +$5.36K +111 New
MCM
542
Manchester Capital Management
Vermont
$6.53K
GC
543
Gould Capital
Washington
$6.41K -$2.97M -61,524 -100%
APW
544
Aventura Private Wealth
Florida
$6.29K
NP
545
Ninepoint Partners
Ontario, Canada
$6.29K +$5.11K +106 New
TWD
546
True Wealth Design
Ohio
$6.12K -$6.46K -134 -57%
EPIM
547
Evelyn Partners Investment Management
$5.94K -$8.15K -169 -63%
RWM
548
RMG Wealth Management
Wisconsin
$5.91K
OA
549
Operose Advisors
Wisconsin
$5.82K +$4.73K +98 New
LWMI
550
Legacy Wealth Management (Idaho)
Idaho
$5.7K +$1.59K +33 +52%