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Name Holding Trade Value Shares
Change
Change in
Stake
S
276
Sachetta
Massachusetts
$4.17K – – –
EB
277
Eastern Bank
Massachusetts
$3.97K – – –
AssetMark Inc
278
AssetMark Inc
California
$3.87K -$96.2K -881 -96%
MNA
279
Manning & Napier Advisors
New York
$3.61K +$3.6K +33 +660%
KFAS
280
Keating Financial Advisory Services
Kansas
$3.37K +$218 +2 +6%
FFO
281
Fortitude Family Office
Arizona
$3.08K +$874 +8 +35%
AW
282
Avion Wealth
Texas
$3K +$546 +5 +15%
PWA
283
Physician Wealth Advisors
Utah
$2.98K – – –
RF
284
Rossby Financial
Florida
$2.98K -$109 -1 -3%
WA
285
WPG Advisers
Maryland
$2.98K – – –
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$2.48K – – –
VWA
287
Valued Wealth Advisors
Utah
$2.38K +$2.62K +24 New
SGFG
288
Silver Grove Financial Group
New York
$2.38K +$2.62K +24 New
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$1.89K -$1.53K -14 -42%
PWMG
290
Private Wealth Management Group
New Jersey
$1.79K – – –
AAS
291
Ameritas Advisory Services
Nebraska
$1.79K +$1.97K +18 New
BFS
292
Bare Financial Services
Pennsylvania
$1.69K – – –
FC
293
Financial Consulate
Maryland
$1.49K – – –
IA
294
IFP Advisors
Florida
$1.39K -$655 -6 -30%
BTI
295
Blue Trust Inc
Georgia
$1.39K – – –
SVCP
296
Silicon Valley Capital Partners
California
$1.3K – – –
KG
297
Kilter Group
New York
$1.19K – – –
APFP
298
Action Point Financial Planning
Michigan
$1.09K +$1.31K +12 New
SS
299
SBI Securities
Japan
$992 -$2.19K -20 -67%
ZBNA
300
Zions Bancorporation, National Association
Utah
$992 +$437 +4 +67%