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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$1.53K
IBOK
602
Independence Bank of Kentucky
Kentucky
$1.53K
LWANC
603
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.46K
GI
604
Gradient Investments
Minnesota
$1.38K
CFO
605
CVA Family Office
Colorado
$1.3K +$81 +1 +6%
AAG
606
Armstrong Advisory Group
Massachusetts
$1.23K
TCA
607
Trifecta Capital Advisors
Illinois
$1.23K
VAG
608
VisionPoint Advisory Group
Texas
$1.23K
DF
609
Dunhill Financial
United Kingdom
$1.2K +$322 +4 +33%
AFG
610
Albion Financial Group
Utah
$1.15K
CFFP
611
Center for Financial Planning
Michigan
$1.07K
TWD
612
True Wealth Design
Ohio
$1.07K +$242 +3 +27%
GEA
613
Glen Eagle Advisors
New Jersey
$1.07K -$483 -6 -30%
MSG
614
Main Street Group
Virginia
$1.07K
FMP
615
Financial Management Professionals
Texas
$1K -$886 -11 -42%
VNA
616
Valley National Advisers
Pennsylvania
$1K
GKIM
617
GW&K Investment Management
Massachusetts
$1K +$1.13K +14 New
HNB
618
Hilltop National Bank
Wyoming
$920
WWP
619
WR Wealth Planners
Missouri
$920
ZB
620
Zions Bancorporation
Utah
$767 -$2.01K -25 -71%
FGA
621
Fortis Group Advisors
New Jersey
$690
EWP
622
Elevation Wealth Partners
California
$537
CSWM
623
Cassady Schiller Wealth Management
Ohio
$460
RWM
624
Ruedi Wealth Management
Illinois
$460 +$483 +6 New
UWS
625
Unique Wealth Strategies
Illinois
$427 +$403 +5 New