Name Holding Trade Value Shares
Change
Change in
Stake
RWS
176
Retirement Wealth Solutions
Wisconsin
$2.73K +$429 +29 +20%
JWA
177
JFS Wealth Advisors
Pennsylvania
$2.15K – – –
TWD
178
True Wealth Design
Ohio
$2.15K +$118 +8 +6%
FCAS
179
First Command Advisory Services
Texas
$2.05K +$1.91K +129 New
SEP
180
Signature Equity Partners
Ohio
$2.02K +$222 +15 +13%
SS
181
SBI Securities
Japan
$1.99K -$22.2K -1,500 -92%
CFM
182
Cornerstone Financial Management
Massachusetts
$1.88K – – –
TFA
183
Transamerica Financial Advisors
Florida
$1.6K +$1.24K +84 +494%
CFO
184
CVA Family Office
Colorado
$1.52K – – –
EP
185
Essential Partners
California
$1.38K – – –
MCM
186
MV Capital Management
Maryland
$1.37K – – –
HI
187
Harbour Investments
Wisconsin
$1.35K – – –
ACA
188
American Capital Advisory
Idaho
$1.3K – – –
CPG
189
Cornerstone Planning Group
New Jersey
$1.29K +$399 +27 +51%
PWA
190
Principia Wealth Advisory
Texas
$1.19K +$133 +9 +14%
AT
191
Arlington Trust
Alabama
$1.14K – – –
SPIA
192
Steward Partners Investment Advisory
New York
$1.05K +$976 +66 New
PMFA
193
Plante Moran Financial Advisors
Michigan
$953 +$887 +60 New
BH
194
Burk Holdings
Oklahoma
$858 – – –
CFD
195
Creative Financial Designs
Indiana
$858 – – –
SWM
196
SHP Wealth Management
Massachusetts
$810 – – –
BWL
197
Bogart Wealth LLC
Virginia
$715 +$207 +14 +45%
HNB
198
Huntington National Bank
Ohio
$620 +$562 +38 +3,800%
ZBNA
199
Zions Bancorporation, National Association
Utah
$604 – – –
KG
200
Kilter Group
New York
$588 +$532 +36 +3,600%