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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
251
Indiana Trust & Investment Management
Indiana
$5.92K
BFS
252
Bare Financial Services
Pennsylvania
$5.29K +$1.3K +107 +27%
FB
253
First Bancorp
Maine
$5.29K +$6.1K +500 New
CFFP
254
Center for Financial Planning
Michigan
$4.27K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$3.91K +$4.08K +334 +928%
CPG
256
Cornerstone Planning Group
New Jersey
$3.77K +$4.5K +369 New
IWC
257
Integrated Wealth Concepts
Massachusetts
$3.34K +$3.85K +316 New
MWPCG
258
Measured Wealth Private Client Group
New Hampshire
$3.17K
WFA
259
West Financial Advisors
Iowa
$3.17K
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3K +$73 +6 +2%
SWM
261
Spire Wealth Management
Virginia
$2.89K
EWP
262
Elevation Wealth Partners
California
$2.54K +$2.93K +240 New
TWD
263
True Wealth Design
Ohio
$2.35K -$1.46K -120 -35%
GEA
264
Glen Eagle Advisors
New Jersey
$2.13K
CA
265
CoreCap Advisors
Michigan
$2.11K
GCM
266
Gables Capital Management
Florida
$2.11K
ZBNA
267
Zions Bancorporation, National Association
Utah
$2.04K
S
268
SignatureFD
Georgia
$2.01K
IA
269
IFP Advisors
Florida
$1.99K -$2.31K -189 -50%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$1.88K +$2.17K +178 New
IFWM
271
Institute for Wealth Management
Colorado
$1.59K +$1.83K +150 New
UBS AM
272
UBS AM
Illinois
$1.56K
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$1.53K +$1.26K +103 +245%
JWM
274
JPL Wealth Management
Colorado
$1.45K +$720 +59 +76%
AF
275
Allworth Financial
California
$1.27K