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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evolution Wealth Management
Florida
$1.57K +$1.6K +60 New
CPG
302
Cornerstone Planning Group
New Jersey
$1.51K
BIA
303
Bell Investment Advisors
California
$1.49K
SEP
304
Signature Equity Partners
Ohio
$1.49K +$1.52K +57 New
CFD
305
Creative Financial Designs
Indiana
$1.44K -$667 -25 -31%
PWA
306
Principia Wealth Advisory
Texas
$1.41K -$293 -11 -17%
ZBNA
307
Zions Bancorporation, National Association
Utah
$1.41K
KG
308
Kilter Group
New York
$1.3K +$1.04K +39 +355%
AWM
309
Abound Wealth Management
Tennessee
$1.11K
AW
310
Avion Wealth
Texas
$1K
PCM
311
Penserra Capital Management
California
$1K
ST
312
Smithfield Trust
Pennsylvania
$1K +$1.15K +43 New
MCM
313
Manchester Capital Management
Vermont
$975
PWA
314
Physician Wealth Advisors
Utah
$948
AA
315
Ancora Advisors
Ohio
$921 +$934 +35 New
IBOK
316
Independence Bank of Kentucky
Kentucky
$839 +$854 +32 New
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$839 +$854 +32 New
CFB
318
Cullen/Frost Bankers
Texas
$596 +$613 +23 New
TFA
319
Transamerica Financial Advisors
Florida
$569 +$80 +3 +16%
MNA
320
Manning & Napier Advisors
New York
$493 +$507 +19 New
GFA
321
Godfrey Financial Associates
New York
$460 +$480 +18 New
CA
322
CoreCap Advisors
Michigan
$433
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
$406 -$4.15M -155,569 -100%
OC
324
Oakworth Capital
Alabama
$325
IAS
325
IMA Advisory Services
Colorado
$324 +$320 +12 New