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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Westside Investment Management
California
$5.52K – – –
SRCM
252
Signature Resources Capital Management
California
$5.1K – – –
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$5K +$486 +22 +14%
SIC
254
SJS Investment Consulting
Ohio
$4.69K +$3.38K +153 +900%
BFS
255
Bare Financial Services
Pennsylvania
$4.63K +$1.97K +89 +113%
SAM
256
Smartleaf Asset Management
Massachusetts
$4.43K – – –
GRP
257
Global Retirement Partners
California
$3.92K +$3.14K +142 New
ZBNA
258
Zions Bancorporation, National Association
Utah
$3.73K – – –
PMFA
259
Plante Moran Financial Advisors
Michigan
$3.04K +$839 +38 +53%
HNW
260
High Note Wealth
Minnesota
$3.01K – – –
BWL
261
Bogart Wealth LLC
Virginia
$2.76K – – –
SIS
262
Strategic Investment Solutions
Illinois
$2.76K – – –
FFO
263
Fortitude Family Office
Arizona
$2.68K – – –
RWM
264
RMG Wealth Management
Wisconsin
$2.27K – – –
HNB
265
Huntington National Bank
Ohio
$2.26K -$4.42K -200 -71%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$2.21K – – –
PWA
267
Physician Wealth Advisors
Utah
$2.04K +$1.63K +74 New
ST
268
Smithfield Trust
Pennsylvania
$2K – – –
BAM
269
Byrne Asset Management
New Jersey
$1.93K – – –
KFI
270
Key Financial Inc
Pennsylvania
$1.88K – – –
S
271
SignatureFD
Georgia
$1.85K +$1.02K +46 +219%
GSWM
272
Golden State Wealth Management
California
$1.77K – – –
MCM
273
MV Capital Management
Maryland
$1.66K – – –
SGFG
274
Silver Grove Financial Group
New York
$1.46K +$1.17K +53 New
CA
275
Clearstead Advisors
Ohio
$1.44K +$1.15K +52 New