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Name Holding Trade Value Shares
Change
Change in
Stake
AW
726
Avion Wealth
Texas
$100K +$409 +5 +0.4%
RFP
727
Root Financial Partners
California
$98.1K +$86.7K +1,059 +751%
WOSD
728
WFA of San Diego
California
$94.9K – – –
BC
729
Bayforest Capital
United Kingdom
$91K -$33.5K -409 -27%
RF
730
Roxbury Financial
New Jersey
$88.5K – – –
VCM
731
Versant Capital Management
Arizona
$87.3K +$55.2K +674 +171%
MAM
732
Morse Asset Management
Connecticut
$85.9K – – –
LAMC
733
Longview Asset Management (California)
California
$83.9K – – –
TC
734
Truvestments Capital
Florida
$77.3K – – –
BIAS
735
Beacon Investment Advisory Services
New Jersey
$77.3K +$77.4K +945 New
DMBA
736
Deseret Mutual Benefit Administrators
Utah
$76.8K +$31.2K +381 +68%
PWPS
737
Pinnacle Wealth Planning Services
Ohio
$76.3K +$12.1K +148 +19%
SMBT
738
Southern Michigan Bank & Trust
Michigan
$73.2K +$73.3K +895 New
HIA
739
Harbor Investment Advisory
Maryland
$72.4K -$4.91K -60 -6%
MCM
740
Manchester Capital Management
Vermont
$69.3K +$29.2K +357 +73%
ZBNA
741
Zions Bancorporation, National Association
Utah
$66.6K +$25K +306 +60%
HCM
742
Hollencrest Capital Management
California
$62.5K – – –
RF
743
Rossby Financial
Florida
$61.7K +$1.88K +23 +3%
OP
744
Oslo Pensjonsforsikring
$61.6K +$61.6K +753 New
MCRM
745
Midway Capital Research & Management
Illinois
$57.2K +$57.3K +700 New
Bank Julius Baer & Co
746
Bank Julius Baer & Co
Switzerland
$55.6K – – –
ME
747
McIlrath & Eck
Washington
$53.7K – – –
CFD
748
Creative Financial Designs
Indiana
$52.4K +$982 +12 +2%
OCWP
749
Owl Creek Wealth Partners
Colorado
$51K +$51.1K +624 New
SIS
750
Sound Income Strategies
Florida
$50.2K – – –