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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
676
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.91K – – –
CA
677
Continuum Advisory
Idaho
$1.81K – – –
FNWA
678
Financial Network Wealth Advisors
Utah
$1.81K +$1.84K +18 New
CFO
679
CVA Family Office
Colorado
$1.71K – – –
TCA
680
Trifecta Capital Advisors
Illinois
$1.61K – – –
WA
681
WPG Advisers
Maryland
$1.61K +$1.64K +16 New
AFG
682
Albion Financial Group
Utah
$1.51K – – –
FMP
683
Financial Management Professionals
Texas
$1.51K – – –
GBT
684
Grove Bank & Trust
Florida
$1.51K +$1.54K +15 New
CAS
685
Coppell Advisory Solutions
Texas
$1.51K +$1.54K +15 New
CFFP
686
Center for Financial Planning
Michigan
$1.41K – – –
GEA
687
Glen Eagle Advisors
New Jersey
$1.41K – – –
LIS
688
Legacy Investment Solutions
Idaho
$1.37K – – –
LWMI
689
Legacy Wealth Management (Idaho)
Idaho
$1.37K – – –
TFM
690
TFC Financial Management
Massachusetts
$1.31K – – –
OC
691
Oakworth Capital
Alabama
$1.31K – – –
RTC
692
Riverview Trust Company
Washington
$1.21K – – –
MMCM
693
Murphy & Mullick Capital Management
New York
$1.11K +$1.13K +11 New
ZB
694
Zions Bancorporation
Utah
$1.01K – – –
CAL
695
Capital Advisors Ltd
Ohio
$1K – – –
T
696
Transce3nd
Texas
$917 +$923 +9 New
FGA
697
Fortis Group Advisors
New Jersey
$906 – – –
FWA
698
Flagship Wealth Advisors
Massachusetts
$805 +$820 +8 New
SO
699
Sierra Ocean
California
$707 +$718 +7 New
EWP
700
Elevation Wealth Partners
California
$705 – – –