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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
451
Zions Bancorporation, National Association
Utah
$1.44K +$64 +1 +5%
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.37K
RF
453
Rossby Financial
Florida
$1.37K
BGAI
454
Bruce G. Allen Investments
Colorado
$1.3K
BF
455
BOK Financial
Oklahoma
$1.3K +$1.22K +19 New
SWM
456
Spire Wealth Management
Virginia
$1.3K +$1.22K +19 New
Vanguard National Trust
457
Vanguard National Trust
Pennsylvania
$1.16K
EAM
458
Eukles Asset Management
Ohio
$1.03K
CCMI
459
Creative Capital Management Investments
California
$1.03K +$966 +15 New
BHWM
460
Bay Harbor Wealth Management
Maryland
$958 +$387 +6 +75%
CFM
461
Cornerstone Financial Management
Massachusetts
$821
GFA
462
Godfrey Financial Associates
New York
$821
SGFG
463
Silver Grove Financial Group
New York
$753 +$709 +11 New
DF
464
Dunhill Financial
United Kingdom
$750
FP
465
Financial Perspectives
Minnesota
$668
TFM
466
TFC Financial Management
Massachusetts
$616
TC
467
Trust Company
Kansas
$616
FC
468
Financial Consulate
Maryland
$616 +$580 +9 New
CPG
469
Cornerstone Planning Group
New Jersey
$613 -$64 -1 -11%
HIA
470
HFM Investment Advisors
New Jersey
$548 +$387 +6 +300%
QL
471
Quarry LP
New York
$548 +$515 +8 New
DPW
472
DiNuzzo Private Wealth
Pennsylvania
$480 -$64 -1 -13%
RWM
473
Raffa Wealth Management
District of Columbia
$479
IPS
474
Investors Portfolio Services
Washington
$274 +$258 +4 New
DF
475
DecisionPoint Financial
Arizona
$195 +$193 +3 New