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Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
701
Zions Bancorporation, National Association
Utah
$16.5K – – –
TCM
702
Triumph Capital Management
Colorado
$16.5K +$5.29K +31 +41%
CWM
703
Copia Wealth Management
Oregon
$16.3K – – –
CPG
704
Cornerstone Planning Group
New Jersey
$15.5K -$25.1K -147 -59%
EP
705
Essential Partners
California
$15.4K -$3.24K -19 -16%
LC
706
Lavaca Capital
Texas
$15.4K – – –
RFG
707
REAP Financial Group
Texas
$15.4K +$17.1K +100 New
UIA
708
Ulland Investment Advisors
Minnesota
$15K – – –
W
709
WealthCollab
Washington
$14.9K -$3.58K -21 -18%
GEA
710
Glen Eagle Advisors
New Jersey
$14.9K +$2.05K +12 +14%
BFPW
711
BOK Financial Private Wealth
Colorado
$14.8K +$16.4K +96 New
APFP
712
Action Point Financial Planning
Michigan
$14.2K +$16K +94 New
SEP
713
Signature Equity Partners
Ohio
$13.9K -$341 -2 -2%
TCM
714
TD Capital Management
Tennessee
$13.6K – – –
TFM
715
TFC Financial Management
Massachusetts
$13.4K – – –
IAS
716
IMA Advisory Services
Colorado
$13.3K +$9.21K +54 +169%
AFG
717
Albion Financial Group
Utah
$12.5K -$1.19K -7 -8%
DWM
718
Dogwood Wealth Management
Kansas
$12.3K -$682 -4 -5%
MB
719
MidFirst Bank
Oklahoma
$12.3K – – –
HI
720
Horizon Investments
North Carolina
$11.9K -$82K -481 -86%
FMP
721
Financial Management Professionals
Texas
$11.9K +$5.46K +32 +71%
PWA
722
Principia Wealth Advisory
Texas
$11.7K +$2.73K +16 +27%
CT
723
Colonial Trust
South Carolina
$11.2K -$15.5K -91 -56%
FCAS
724
First Command Advisory Services
Texas
$10.5K +$9.55K +56 +467%
MNA
725
Manning & Napier Advisors
New York
$10.2K -$512 -3 -4%
27 28
29
30 31