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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
301
GW&K Investment Management
Massachusetts
$3K +$424 +15 +13%
T
302
Tidemark
California
$2.66K
RF
303
Rossby Financial
Florida
$2.59K +$2.8K +99 New
CFM
304
Cornerstone Financial Management
Massachusetts
$2.33K +$57 +2 +2%
BH
305
Burk Holdings
Oklahoma
$2.3K +$2.46K +87 New
SWM
306
SHP Wealth Management
Massachusetts
$2.14K +$509 +18 +29%
CFD
307
Creative Financial Designs
Indiana
$2.11K +$707 +25 +45%
NF
308
Napier Financial
Massachusetts
$1.97K +$2.12K +75 New
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$1.95K +$1.19K +42 +131%
ACA
310
American Capital Advisory
Idaho
$1.92K +$1.78K +63 +630%
JFA
311
JNBA Financial Advisors
Minnesota
$1.75K
CPG
312
Cornerstone Planning Group
New Jersey
$1.69K +$340 +12 +22%
EWM
313
Evolution Wealth Management
Florida
$1.59K
IAAG
314
Innovative Asset Advisors Group
Connecticut
$1.59K +$1.7K +60 New
GIA
315
GHP Investment Advisors
Colorado
$1.53K +$1.64K +58 New
SWM
316
Spire Wealth Management
Virginia
$1.53K -$57 -2 -3%
SEP
317
Signature Equity Partners
Ohio
$1.51K
ZBNA
318
Zions Bancorporation, National Association
Utah
$1.43K
MCM
319
MV Capital Management
Maryland
$1.43K +$1.3K +46 +575%
KG
320
Kilter Group
New York
$1.37K +$57 +2 +4%
AWM
321
Abound Wealth Management
Tennessee
$1.12K
JWM
322
JPL Wealth Management
Colorado
$1.07K +$1.13K +40 New
FNWA
323
Financial Network Wealth Advisors
Utah
$1.01K +$1.07K +38 New
ST
324
Smithfield Trust
Pennsylvania
$1K -$57 -2 -5%
AW
325
Avion Wealth
Texas
$1K