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Name Holding Trade Value Shares
Change
Change in
Stake
KG
451
Kilter Group
New York
$1.71K – – –
NB
452
NBT Bank
New York
$1.51K – – –
ZBNA
453
Zions Bancorporation, National Association
Utah
$1.44K +$64 +1 +5%
JWA
454
JFS Wealth Advisors
Pennsylvania
$1.37K – – –
RF
455
Rossby Financial
Florida
$1.37K – – –
BGAI
456
Bruce G. Allen Investments
Colorado
$1.3K – – –
BF
457
BOK Financial
Oklahoma
$1.3K +$1.22K +19 New
SWM
458
Spire Wealth Management
Virginia
$1.3K +$1.22K +19 New
Vanguard National Trust
459
Vanguard National Trust
Pennsylvania
$1.16K – – –
EAM
460
Eukles Asset Management
Ohio
$1.03K – – –
CCMI
461
Creative Capital Management Investments
California
$1.03K +$966 +15 New
BHWM
462
Bay Harbor Wealth Management
Maryland
$958 +$387 +6 +75%
CFM
463
Cornerstone Financial Management
Massachusetts
$821 – – –
GFA
464
Godfrey Financial Associates
New York
$821 – – –
SGFG
465
Silver Grove Financial Group
New York
$753 +$709 +11 New
DF
466
Dunhill Financial
United Kingdom
$750 – – –
FP
467
Financial Perspectives
Minnesota
$668 – – –
TFM
468
TFC Financial Management
Massachusetts
$616 – – –
TC
469
Trust Company
Kansas
$616 – – –
FC
470
Financial Consulate
Maryland
$616 +$580 +9 New
CPG
471
Cornerstone Planning Group
New Jersey
$613 -$64 -1 -11%
HIA
472
HFM Investment Advisors
New Jersey
$548 +$387 +6 +300%
QL
473
Quarry LP
New York
$548 +$515 +8 New
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$480 -$64 -1 -13%
RWM
475
Raffa Wealth Management
District of Columbia
$479 – – –