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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$2.96K
HNW
302
High Note Wealth
Minnesota
$2.96K +$3.03K +17 New
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$2.44K
RF
304
Rossby Financial
Florida
$2.44K
BFS
305
Bare Financial Services
Pennsylvania
$2.44K +$1.25K +7 +100%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.26K -$1.6K -9 -41%
ZBNA
307
Zions Bancorporation, National Association
Utah
$2.09K +$2.14K +12 New
FFO
308
Fortitude Family Office
Arizona
$1.91K
TCM
309
Triumph Capital Management
Colorado
$1.91K +$1.96K +11 New
PWAM
310
Private Wealth Asset Management
Iowa
$1.74K
OP
311
ORG Partners
Indiana
$1.04K
TCM
312
TD Capital Management
Tennessee
$1.04K +$534 +3 +100%
MCA
313
McGuire Capital Advisors
Oklahoma
$1.04K +$1.07K +6 New
BIA
314
Bell Investment Advisors
California
$871
BTI
315
Blue Trust Inc
Georgia
$870
CMA
316
Cedar Mountain Advisors
Oregon
$870 +$534 +3 +150%
KG
317
Kilter Group
New York
$697
AW
318
Ankerstar Wealth
Texas
$696 +$713 +4 New
MAM
319
Marquette Asset Management
Minnesota
$523 +$534 +3 New
FPF
320
First Pacific Financial
Washington
$349
GWM
321
Gilpin Wealth Management
Colorado
$349 +$356 +2 New
RS
322
Rakuten Securities
Japan
$348 -$713 -4 -67%
EP
323
Essential Partners
California
$348 +$178 +1 +100%
AWM
324
Abound Wealth Management
Tennessee
$175
CTC
325
Central Trust Company
Missouri
$175 +$178 +1 New