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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$10.1K
FCA
227
FinTrust Capital Advisors
South Carolina
$9.9K -$1.15K -60 -10%
PMFA
228
Plante Moran Financial Advisors
Michigan
$9.64K
POIA
229
Pin Oak Investment Advisors
Texas
$9K
NA
230
NewEdge Advisors
Louisiana
$8.88K +$498 +26 +6%
BF
231
BOK Financial
Oklahoma
$8.74K -$7.14K -373 -43%
UB
232
UMB Bank
Missouri
$8.56K -$14K -730 -60%
WWP
233
WR Wealth Planners
Missouri
$8.14K +$8.71K +455 New
HI
234
Harbour Investments
Wisconsin
$8.12K
BTI
235
Blue Trust Inc
Georgia
$7.38K -$7.66K -400 -49%
PTC
236
Private Trust Company
Ohio
$6.7K
MG
237
Mather Group
Illinois
$6.35K +$5.82K +304 New
RFG
238
RFP Financial Group
Georgia
$6.14K +$4.14K +216 +170%
ZB
239
Zions Bancorporation
Utah
$5.98K
TLA
240
Tanglewood Legacy Advisors
Texas
$5.82K
LFG
241
Larson Financial Group
Missouri
$5.76K
JWA
242
JFS Wealth Advisors
Pennsylvania
$5.74K
CBT
243
CoreFirst Bank & Trust
Kansas
$5.62K
CWM
244
Compass Wealth Management
Connecticut
$5.4K
CFB
245
Cullen/Frost Bankers
Texas
$5.24K
CT
246
Colonial Trust
South Carolina
$5.16K -$306 -16 -5%
RA
247
Ransom Advisory
Rhode Island
$4.76K +$5.09K +266 New
BBHC
248
Brown Brothers Harriman & Co
New York
$4.58K +$4.9K +256 New
SAM
249
Smartleaf Asset Management
Massachusetts
$4.35K +$4.58K +239 New
CWC
250
Carolinas Wealth Consulting
North Carolina
$4.04K +$575 +30 +15%