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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
326
Atlantic Union Bankshares
Virginia
$10.2K +$11.2K +50 New
HCA
327
Harbor Capital Advisors
Illinois
$10K +$10.5K +47 New
GSWM
328
Golden State Wealth Management
California
$9.68K
TPWA
329
Twin Peaks Wealth Advisors
California
$9.38K +$10.3K +46 New
ST
330
Smithfield Trust
Pennsylvania
$9K
PFBT
331
Parkside Financial Bank & Trust
Missouri
$6.93K
SA
332
SRH Advisors
Kansas
$6.93K
BCM
333
Boreal Capital Management
Florida
$6.12K
BBHC
334
Brown Brothers Harriman & Co
New York
$6.12K
EF
335
Entrust Financial
Pennsylvania
$5.51K +$1.79K +8 +42%
OC
336
Oakworth Capital
Alabama
$5.51K
KFAS
337
Keating Financial Advisory Services
Kansas
$5.51K +$2.23K +10 +59%
MG
338
Mather Group
Illinois
$5.3K +$5.81K +26 New
IA
339
IFP Advisors
Florida
$4.69K +$223 +1 +5%
KFI
340
Key Financial Inc
Pennsylvania
$4.49K
HNW
341
High Note Wealth
Minnesota
$4.28K
BFS
342
Bare Financial Services
Pennsylvania
$4.28K +$223 +1 +5%
AS
343
Altshuler Shaham
Israel
$3.67K -$670 -3 -14%
AssetMark Inc
344
AssetMark Inc
California
$3.67K -$670 -3 -14%
NSG
345
Nalls Sherbakoff Group
Tennessee
$3.61K
CPG
346
Cornerstone Planning Group
New Jersey
$3.56K
BWL
347
Bogart Wealth LLC
Virginia
$3.26K
HIW
348
Holos Integrated Wealth
Pennsylvania
$2.55K
SIS
349
Sound Income Strategies
Florida
$2.26K
MAS
350
MPWM Advisory Solutions
Georgia
$2.24K