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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Huntington National Bank
Ohio
$12K -$338 -7 -3%
VWA
527
Valued Wealth Advisors
Utah
$11.9K +$8.54K +177 +738%
OCWP
528
Owl Creek Wealth Partners
Colorado
$11.9K +$9.65K +200 New
VWM
529
Vermillion Wealth Management
Minnesota
$11.8K +$868 +18 +10%
GJIA
530
Glass Jacobson Investment Advisors
Maryland
$11.5K – – –
LSA
531
Leonteq Securities AG
Switzerland
$11.3K -$184K -3,806 -95%
KFAS
532
Keating Financial Advisory Services
Kansas
$10.4K +$3.67K +76 +77%
S
533
Sachetta
Massachusetts
$8.9K +$7.24K +150 New
CFB
534
Cullen/Frost Bankers
Texas
$8.11K +$4.1K +85 +163%
DWM
535
Dogwood Wealth Management
Kansas
$7.78K +$6.32K +131 New
CPG
536
Cornerstone Planning Group
New Jersey
$7.6K +$868 +18 +17%
WB
537
Webster Bank
Connecticut
$7.42K +$6.03K +125 New
JSAM
538
J. Safra Asset Management
New York
$7.3K +$2.75K +57 +86%
JWM
539
JPL Wealth Management
Colorado
$7.27K +$5.89K +122 New
JWA
540
JFS Wealth Advisors
Pennsylvania
$7.12K -$5.36K -111 -48%
KAS
541
Kemnay Advisory Services
New York
$6.77K +$5.5K +114 New
ZBNA
542
Zions Bancorporation, National Association
Utah
$6.59K +$2.27K +47 +73%
SIC
543
Salem Investment Counselors
North Carolina
$6.59K +$5.36K +111 New
MCM
544
Manchester Capital Management
Vermont
$6.53K – – –
GC
545
Gould Capital
Washington
$6.41K -$2.97M -61,524 -100%
APW
546
Aventura Private Wealth
Florida
$6.29K – – –
NP
547
Ninepoint Partners
Ontario, Canada
$6.29K +$5.11K +106 New
TWD
548
True Wealth Design
Ohio
$6.12K -$6.46K -134 -57%
EPIM
549
Evelyn Partners Investment Management
$5.94K -$8.15K -169 -63%
RWM
550
RMG Wealth Management
Wisconsin
$5.91K – – –