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Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
301
Zions Bancorporation, National Association
Utah
$8.63K +$1.08K +21 +11%
OCWP
302
Owl Creek Wealth Partners
Colorado
$6.28K +$7.95K +155 New
CFO
303
CVA Family Office
Colorado
$5.67K -$2.82K -55 -28%
LI
304
LRI Investments
Florida
$5.1K +$6.46K +126 New
TPWA
305
Twin Peaks Wealth Advisors
California
$5.06K +$6.41K +125 New
C
306
Covestor
United Kingdom
$5K -$6.46K -126 -53%
CX Institutional
307
CX Institutional
Indiana
$5K +$5.8K +113 New
Arax Advisory Partners
308
Arax Advisory Partners
Colorado
$4.58K -$7.59K -148 -57%
RIL
309
Rothschild Investment LLC
Illinois
$4.58K +$3.49K +68 +151%
Central Trust Company
310
Central Trust Company
Missouri
$4.21K – – –
CAM
311
Costello Asset Management
Pennsylvania
$4.05K – – –
Harbour Investments
312
Harbour Investments
Wisconsin
$3.48K – – –
TWD
313
True Wealth Design
Ohio
$2.15K +$462 +9 +20%
Blue Trust Inc
314
Blue Trust Inc
Georgia
$1.82K -$1.44K -28 -38%
CoreCap Advisors
315
CoreCap Advisors
Michigan
$1.82K – – –
TD Private Client Wealth
316
TD Private Client Wealth
New York
$1.66K +$1.39K +27 +193%
CPG
317
Cornerstone Planning Group
New Jersey
$1.32K +$564 +11 +61%
KFAS
318
Keating Financial Advisory Services
Kansas
$1.22K -$10.8K -211 -88%
Bogart Wealth LLC
319
Bogart Wealth LLC
Virginia
$1.18K +$1.49K +29 New
Bessemer Group
320
Bessemer Group
New Jersey
$1K – – –
SFG
321
Strive Financial Group
Indiana
$1K – – –
IFP Advisors
322
IFP Advisors
Florida
$972 +$718 +14 +140%
SIC
323
SJS Investment Consulting
Ohio
$892 +$667 +13 +144%
RFP
324
Root Financial Partners
California
$891 -$2.31K -45 -67%
JWM
325
JPL Wealth Management
Colorado
$811 +$1.03K +20 New