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StoneCo

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
Bare Financial Services
Pennsylvania
$1.09K +$430 +28 +57%
T
252
Tidemark
California
$1.06K
CPG
253
Cornerstone Planning Group
New Jersey
$1.03K +$630 +41 +79%
GFA
254
Godfrey Financial Associates
New York
$1K +$184 +12 +20%
CCM
255
Chilton Capital Management
Texas
$777
PWMG
256
Private Wealth Management Group
New Jersey
$692
RFP
257
Root Financial Partners
California
$692 +$753 +49 New
TPWA
258
Twin Peaks Wealth Advisors
California
$551 +$599 +39 New
TFA
259
Transamerica Financial Advisors
Florida
$550 -$768 -50 -56%
TC
260
Trust Company
Kansas
$466
IA
261
IFP Advisors
Florida
$452
ZBNA
262
Zions Bancorporation, National Association
Utah
$424 +$461 +30 New
KG
263
Kilter Group
New York
$368 -$215 -14 -35%
WPA
264
Wealth Preservation Advisors
Tennessee
$367 +$400 +26 New
RWM
265
Raffa Wealth Management
District of Columbia
$339
GSWM
266
Golden State Wealth Management
California
$297
BL
267
BFSG LLC
California
$283
CA
268
Clearstead Advisors
Ohio
$283
PWA
269
Physician Wealth Advisors
Utah
$241 -$415 -27 -61%
CWM
270
Copia Wealth Management
Oregon
$141 +$154 +10 New
SWM
271
SHP Wealth Management
Massachusetts
$141 +$154 +10 New
HFS
272
Hughes Financial Services
Virginia
$85 +$92 +6 New
HIA
273
Harbor Investment Advisory
Maryland
$42
SHIM
274
Stone House Investment Management
Pennsylvania
$42 +$46 +3 New
CA
275
Crewe Advisors
Utah
$29