Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Physician Wealth Advisors
Utah
$855 -$786 -17 -47%
CA
302
CoreCap Advisors
Michigan
$854 – – –
MA
303
Montag & Associates
Georgia
$851 -$46 -1 -5%
UB
304
UMB Bank
Missouri
$809 – – –
AWM
305
Activest Wealth Management
Florida
$764 -$93 -2 -11%
PWA
306
Principia Wealth Advisory
Texas
$720 -$324 -7 -30%
ZBNA
307
Zions Bancorporation, National Association
Utah
$720 +$139 +3 +23%
HIA
308
Harbor Investment Advisory
Maryland
$640 +$648 +14 New
CFO
309
CVA Family Office
Colorado
$540 -$509 -11 -48%
BWL
310
Bogart Wealth LLC
Virginia
$540 – – –
TM
311
Torren Management
California
$450 +$463 +10 New
SHIM
312
Stone House Investment Management
Pennsylvania
$405 -$370 -8 -47%
LI
313
LRI Investments
Florida
$365 – – –
JWA
314
JFS Wealth Advisors
Pennsylvania
$360 -$879 -19 -70%
CTC
315
Central Trust Company
Missouri
$360 +$370 +8 New
SS
316
SBI Securities
Japan
$225 – – –
EW
317
Elyxium Wealth
California
$225 +$231 +5 New
ACA
318
American Capital Advisory
Idaho
$135 – – –
PWAM
319
Private Wealth Asset Management
Iowa
$90 – – –
NRG
320
Nemes Rush Group
Michigan
$90 +$93 +2 New
SEP
321
Signature Equity Partners
Ohio
$90 +$93 +2 New
Victory Capital Management
322
Victory Capital Management
Texas
– -$74M -1,656,165 Closed
BOI
323
Bank of Italy
Italy
– -$35.4M -799,599 Closed
Pacer Advisors
324
Pacer Advisors
Pennsylvania
– -$29.9M -668,860 Closed
HSBC Holdings
325
HSBC Holdings
United Kingdom
– -$20.7M -466,246 Closed