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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
JPL Wealth Management
Colorado
$5.92K +$4.71K +64 New
FP
402
Financial Perspectives
Minnesota
$5.27K – – –
APFP
403
Action Point Financial Planning
Michigan
$5.18K +$4.35K +59 New
S
404
Sachetta
Massachusetts
$4.9K +$589 +8 +18%
ZBNA
405
Zions Bancorporation, National Association
Utah
$4.71K -$15K -204 -80%
CFO
406
CVA Family Office
Colorado
$4.71K -$5.3K -72 -59%
CA
407
CoreCap Advisors
Michigan
$4.62K – – –
CMA
408
Cedar Mountain Advisors
Oregon
$3.33K – – –
OCWP
409
Owl Creek Wealth Partners
Colorado
$3.23K – – –
CI
410
CX Institutional
Indiana
$3K -$9.65K -131 -82%
AW
411
Avion Wealth
Texas
$3K – – –
TPCW
412
TD Private Client Wealth
New York
$2.96K -$368 -5 -14%
JWA
413
JFS Wealth Advisors
Pennsylvania
$2.87K -$958 -13 -30%
CH
414
Cromwell Holdings
Wyoming
$2.59K +$810 +11 +65%
CT
415
Clearstead Trust
Maine
$2.5K +$589 +8 +42%
IRC
416
Investors Research Corp
Georgia
$2.31K – – –
HI
417
Harbour Investments
Wisconsin
$2.22K – – –
KFAS
418
Keating Financial Advisory Services
Kansas
$2.22K +$1.33K +18 +300%
UB
419
UMB Bank
Missouri
$1.94K +$442 +6 +40%
MNA
420
Manning & Napier Advisors
New York
$1.91K +$1.47K +20 New
GFA
421
Godfrey Financial Associates
New York
$1.85K – – –
NFSG
422
Newbridge Financial Services Group
Florida
$1.85K – – –
RWM
423
Raffa Wealth Management
District of Columbia
$1.57K -$74 -1 -6%
CCMI
424
Creative Capital Management Investments
California
$1.48K +$1.18K +16 New
RWS
425
Retirement Wealth Solutions
Wisconsin
$1.29K – – –