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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
401
Zions Bancorporation, National Association
Utah
$1.52K -$65 -1 -5%
IBOK
402
Independence Bank of Kentucky
Kentucky
$1.44K +$1.3K +20 New
GFA
403
Godfrey Financial Associates
New York
$1.37K +$1.24K +19 New
PPC
404
Park Place Capital
Alabama
$1.3K +$1.17K +18 New
ECA
405
Elevated Capital Advisors
Utah
$1.23K +$1.1K +17 New
CFM
406
Cornerstone Financial Management
Massachusetts
$1.16K +$1.04K +16 New
CFB
407
Cullen/Frost Bankers
Texas
$1.14K +$195 +3 +23%
RFS
408
Richardson Financial Services
Massachusetts
$1.12K +$780 +12 New
SWP
409
Strategic Wealth Partners
Ohio
$1.08K – – –
JFA
410
JNBA Financial Advisors
Minnesota
$1.08K +$975 +15 New
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01K -$3.52M -54,123 -100%
CI
412
CX Institutional
Indiana
$1K – – –
CFD
413
Creative Financial Designs
Indiana
$874 – – –
AAG
414
Armstrong Advisory Group
Massachusetts
$578 – – –
LWMI
415
Legacy Wealth Management (Idaho)
Idaho
$506 +$455 +7 New
BLC
416
Brown, Lisle/Cummings
Rhode Island
$505 – – –
SS
417
SBI Securities
Japan
$505 – – –
CA
418
Crewe Advisors
Utah
$434 +$390 +6 New
ACA
419
American Capital Advisory
Idaho
$361 – – –
CA
420
CoreCap Advisors
Michigan
$361 – – –
KG
421
Kilter Group
New York
$289 -$520 -8 -67%
MCM
422
MV Capital Management
Maryland
$217 +$195 +3 New
BWL
423
Bogart Wealth LLC
Virginia
$72 – – –
CTC
424
Central Trust Company
Missouri
$63 +$65 +1 New
LF
425
Lansforsakringar Fondforvaltning
Sweden
– -$9.54M -328,615 Closed