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USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
576
Marquette Asset Management
Minnesota
$8.38K – – –
EB
577
Eastern Bank
Massachusetts
$8.08K +$7.05K +79 New
CA
578
Clearstead Advisors
Ohio
$7.87K -$229K -2,572 -97%
UFPG
579
United Financial Planning Group
New York
$7.57K – – –
BHWM
580
Beaird Harris Wealth Management
Texas
$7.46K – – –
CFD
581
Creative Financial Designs
Indiana
$7.16K -$11.4K -128 -65%
BF
582
BOK Financial
Oklahoma
$7.16K -$9.72K -109 -61%
CAL
583
Capital Advisors Ltd
Ohio
$7K – – –
LI
584
LRI Investments
Florida
$6.95K -$13.4K -150 -69%
CH
585
Cromwell Holdings
Wyoming
$6.75K +$3.12K +35 +113%
CFM
586
Cornerstone Financial Management
Massachusetts
$6.34K +$624 +7 +13%
PWA
587
Physician Wealth Advisors
Utah
$6.34K +$4.91K +55 +786%
DWM
588
Dogwood Wealth Management
Kansas
$6.24K – – –
STB
589
S&T Bank
Pennsylvania
$6.24K +$5.44K +61 New
PTC
590
Private Trust Company
Ohio
$6.13K -$714 -8 -12%
ECA
591
Elevated Capital Advisors
Utah
$5.93K – – –
S
592
Sachetta
Massachusetts
$5.73K +$3.92K +44 +367%
MNA
593
Manning & Napier Advisors
New York
$5.63K +$4.91K +55 New
CCMI
594
Creative Capital Management Investments
California
$5.62K +$4.91K +55 New
JWM
595
JPL Wealth Management
Colorado
$5.01K -$446 -5 -9%
KFA
596
Kelleher Financial Advisors
New York
$5.01K +$4.37K +49 New
AG
597
AmeriFlex Group
Nevada
$5.01K +$4.37K +49 New
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$4.91K – – –
HIA
599
Harbor Investment Advisory
Maryland
$4.81K -$1.7K -19 -29%
PWA
600
Provenance Wealth Advisors
Florida
$4.81K – – –
22 23
24
25 26