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Name Holding Trade Value Shares
Change
Change in
Stake
FP
401
Financial Perspectives
Minnesota
$5.27K
APFP
402
Action Point Financial Planning
Michigan
$5.18K +$4.35K +59 New
S
403
Sachetta
Massachusetts
$4.9K +$589 +8 +18%
ZBNA
404
Zions Bancorporation, National Association
Utah
$4.71K -$15K -204 -80%
CFO
405
CVA Family Office
Colorado
$4.71K -$5.3K -72 -59%
CA
406
CoreCap Advisors
Michigan
$4.62K
CMA
407
Cedar Mountain Advisors
Oregon
$3.33K
OCWP
408
Owl Creek Wealth Partners
Colorado
$3.23K
CI
409
CX Institutional
Indiana
$3K -$9.65K -131 -82%
AW
410
Avion Wealth
Texas
$3K
TPCW
411
TD Private Client Wealth
New York
$2.96K -$368 -5 -14%
JWA
412
JFS Wealth Advisors
Pennsylvania
$2.87K -$958 -13 -30%
CH
413
Cromwell Holdings
Wyoming
$2.59K +$810 +11 +65%
CT
414
Clearstead Trust
Maine
$2.5K +$589 +8 +42%
IRC
415
Investors Research Corp
Georgia
$2.31K
HI
416
Harbour Investments
Wisconsin
$2.22K
KFAS
417
Keating Financial Advisory Services
Kansas
$2.22K +$1.33K +18 +300%
UB
418
UMB Bank
Missouri
$1.94K +$442 +6 +40%
MNA
419
Manning & Napier Advisors
New York
$1.91K +$1.47K +20 New
GFA
420
Godfrey Financial Associates
New York
$1.85K
NFSG
421
Newbridge Financial Services Group
Florida
$1.85K
RWM
422
Raffa Wealth Management
District of Columbia
$1.57K -$74 -1 -6%
CCMI
423
Creative Capital Management Investments
California
$1.48K +$1.18K +16 New
RWS
424
Retirement Wealth Solutions
Wisconsin
$1.29K
PWA
425
Physician Wealth Advisors
Utah
$1.29K +$1.03K +14 New