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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
576
HighMark Wealth Management
Minnesota
$9.41K – – –
KAS
577
Kemnay Advisory Services
New York
$9.41K +$714 +8 +10%
SWM
578
SHP Wealth Management
Massachusetts
$9.28K +$803 +9 +11%
ZBNA
579
Zions Bancorporation, National Association
Utah
$8.9K -$4.55K -51 -37%
TFA
580
Transamerica Financial Advisors
Florida
$8.79K -$25.3K -284 -77%
BBHC
581
Brown Brothers Harriman & Co
New York
$8.49K – – –
MAM
582
Marquette Asset Management
Minnesota
$8.38K – – –
EB
583
Eastern Bank
Massachusetts
$8.08K +$7.05K +79 New
CA
584
Clearstead Advisors
Ohio
$7.87K -$229K -2,572 -97%
UFPG
585
United Financial Planning Group
New York
$7.57K – – –
BHWM
586
Beaird Harris Wealth Management
Texas
$7.46K – – –
CFD
587
Creative Financial Designs
Indiana
$7.16K -$11.4K -128 -65%
BF
588
BOK Financial
Oklahoma
$7.16K -$9.72K -109 -61%
CAL
589
Capital Advisors Ltd
Ohio
$7K – – –
LI
590
LRI Investments
Florida
$6.95K -$13.4K -150 -69%
CH
591
Cromwell Holdings
Wyoming
$6.75K +$3.12K +35 +113%
CFM
592
Cornerstone Financial Management
Massachusetts
$6.34K +$624 +7 +13%
PWA
593
Physician Wealth Advisors
Utah
$6.34K +$4.91K +55 +786%
DWM
594
Dogwood Wealth Management
Kansas
$6.24K – – –
STB
595
S&T Bank
Pennsylvania
$6.24K +$5.44K +61 New
PTC
596
Private Trust Company
Ohio
$6.13K -$714 -8 -12%
ECA
597
Elevated Capital Advisors
Utah
$5.93K – – –
S
598
Sachetta
Massachusetts
$5.73K +$3.92K +44 +367%
MNA
599
Manning & Napier Advisors
New York
$5.63K +$4.91K +55 New
CCMI
600
Creative Capital Management Investments
California
$5.62K +$4.91K +55 New