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Name Holding Trade Value Shares
Change
Change in
Stake
MNA
701
Manning & Napier Advisors
New York
$2.84K +$2.45K +94 +1,343%
Vanguard National Trust
702
Vanguard National Trust
Pennsylvania
$2.81K
FNWA
703
Financial Network Wealth Advisors
Utah
$2.78K
NEWAS
704
N.E.W. Advisory Services
Wisconsin
$2.78K
WIM
705
Westside Investment Management
California
$2.78K
IAS
706
IMA Advisory Services
Colorado
$2.73K +$887 +34 +53%
LWM
707
Lodestone Wealth Management
Washington
$2.67K
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$2.59K -$1.23K -47 -34%
HFS
709
Horizon Financial Services
North Carolina
$2.48K +$2.32K +89 New
CFB
710
Cullen/Frost Bankers
Texas
$2.34K -$17.8K -681 -89%
CIA
711
Cape Investment Advisory
Georgia
$2.31K +$2.16K +83 New
RWS
712
Retirement Wealth Solutions
Wisconsin
$2.2K -$313 -12 -13%
KFAS
713
Keating Financial Advisory Services
Kansas
$2.14K +$1.96K +75 +3,750%
IA
714
IFG Advisory
Georgia
$2K +$1.88K +72 New
MDA
715
Minot DeBlois Advisors
Massachusetts
$1.86K +$1.75K +67 New
GSWM
716
Golden State Wealth Management
California
$1.81K -$1.8K -69 -51%
PS
717
Planning Strategies
Pennsylvania
$1.81K +$1.7K +65 New
B
718
Bayban
Minnesota
$1.73K
RWM
719
Raffa Wealth Management
District of Columbia
$1.7K +$678 +26 +74%
TWD
720
True Wealth Design
Ohio
$1.64K -$3.26K -125 -68%
WAS
721
Winch Advisory Services
Wisconsin
$1.64K
SWIM
722
Smallwood Wealth Investment Management
New Jersey
$1.61K
MAM
723
Marquette Asset Management
Minnesota
$1.59K -$4.12K -158 -73%
PTC
724
Private Trust Company
Ohio
$1.47K -$4.12K -158 -75%
WPA
725
West Paces Advisors
Georgia
$1.45K +$1.36K +52 New