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Rubrik
RBRK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
426
Zions Bancorporation, National Association
Utah
$1.37K +$172 +3 +12%
PPC
427
Park Place Capital
Alabama
$1.32K – – –
BFS
428
Bare Financial Services
Pennsylvania
$1.32K +$1.15K +20 +286%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$1.32K +$1.55K +27 New
TFM
430
TFC Financial Management
Massachusetts
$1.23K – – –
PFBT
431
Parkside Financial Bank & Trust
Missouri
$1.13K +$517 +9 +64%
CH
432
Cromwell Holdings
Wyoming
$1.13K +$1.32K +23 New
CAL
433
Capital Advisors Ltd
Ohio
$1K +$689 +12 +400%
SIC
434
Salem Investment Counselors
North Carolina
$980 +$1.15K +20 New
N
435
Natixis
France
$979 +$1.15K +20 New
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$930 +$1.09K +19 New
BBHC
437
Brown Brothers Harriman & Co
New York
$686 -$115 -2 -13%
SAM
438
Smartleaf Asset Management
Massachusetts
$593 -$689 -12 -48%
SHIM
439
Stone House Investment Management
Pennsylvania
$588 +$689 +12 New
TFA
440
Transamerica Financial Advisors
Florida
$587 +$631 +11 +1,100%
PWA
441
Physician Wealth Advisors
Utah
$539 +$631 +11 New
SC
442
SouthState Corp
Florida
$490 +$574 +10 New
ACA
443
Atlas Capital Advisors
Wyoming
$489 – – –
CPG
444
Cornerstone Planning Group
New Jersey
$458 +$459 +8 New
BIA
445
Bell Investment Advisors
California
$441 +$517 +9 New
FFO
446
Fortitude Family Office
Arizona
$392 +$115 +2 +33%
TPCW
447
TD Private Client Wealth
New York
$245 -$287 -5 -50%
HFS
448
Hughes Financial Services
Virginia
$196 +$230 +4 New
BHWM
449
Bay Harbor Wealth Management
Maryland
$195 +$115 +2 +100%
SWM
450
SHP Wealth Management
Massachusetts
$147 +$172 +3 New
16 17
18
19 20