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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$3K +$1.64K +19 +146%
HNB
327
Huntington National Bank
Ohio
$2K
KA
328
Kozak & Associates
Colorado
$2K
TFO
329
Tarbox Family Office
California
$2K
VCM
330
Versant Capital Management
Arizona
$2K
PA
331
Parallel Advisors
California
$2K +$518 +6 +50%
CI
332
Cordant Inc
Oregon
$2K +$1.73K +20 New
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.07K +24 New
GEA
334
Glen Eagle Advisors
New Jersey
$1.11K
LSA
335
Leonteq Securities AG
Switzerland
$1.11K
BCWM
336
Bartlett & Co Wealth Management
Ohio
$1.01K +$949 +11 New
CAL
337
Capital Advisors Ltd
Ohio
$1K -$12.2K -142 -93%
STCOSD
338
Sageworth Trust Company of South Dakota
South Dakota
$1K -$7.16K -83 -84%
LC
339
Lindbrook Capital
California
$1K -$1.73K -20 -74%
UB
340
UMB Bank
Missouri
$1K -$1.03K -12 -48%
MAM
341
Meeder Asset Management
Ohio
$1K -$690 -8 -33%
TSW
342
Thompson Siegel & Walmsley
Virginia
$1K -$690 -8 -47%
FHA
343
First Horizon Advisors
Tennessee
$1K -$431 -5 -45%
1IA
344
1834 Investment Advisors
Wisconsin
$1K
AFG
345
Albion Financial Group
Utah
$1K
CA
346
Clearstead Advisors
Ohio
$1K
CWP
347
Concord Wealth Partners
Virginia
$1K
FWM
348
Focused Wealth Management
New York
$1K
SC
349
Schubert & Co
Texas
$1K +$173 +2 +20%
AF
350
Allworth Financial
California
$1K +$690 +8 New