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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$8.81K
KAS
302
Kemnay Advisory Services
New York
$8.11K +$8.1K +243 New
CI
303
CX Institutional
Indiana
$8K +$67 +2 +0.8%
S
304
SignatureFD
Georgia
$7.78K
QL
305
Quarry LP
New York
$7.34K -$41.4K -1,241 -85%
BFS
306
Bare Financial Services
Pennsylvania
$7.08K +$500 +15 +8%
SIS
307
Sound Income Strategies
Florida
$6.99K +$6.93K +208 New
TPCW
308
TD Private Client Wealth
New York
$6.67K
PA
309
Parallel Advisors
California
$5.14K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$4.87K +$667 +20 +16%
AF
311
Allworth Financial
California
$4.73K +$2.7K +81 +133%
HNW
312
High Note Wealth
Minnesota
$4.24K -$267 -8 -6%
BWL
313
Bogart Wealth LLC
Virginia
$4.05K
ZBNA
314
Zions Bancorporation, National Association
Utah
$3.34K +$3.33K +100 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$2.87K
CT
316
Colonial Trust
South Carolina
$2.56K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$2.17K -$333 -10 -13%
HI
318
Harbour Investments
Wisconsin
$1.74K +$1.73K +52 New
AIM
319
Anchor Investment Management
South Carolina
$1.67K
MCM
320
Manchester Capital Management
Vermont
$1.6K
BWA
321
Basecamp Wealth Advisors
Washington
$1.3K +$1.3K +39 New
KFAS
322
Keating Financial Advisory Services
Kansas
$1.27K +$1.27K +38 New
BTI
323
Blue Trust Inc
Georgia
$868 -$800 -24 -48%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$868 +$867 +26 New
BIA
325
Bell Investment Advisors
California
$635