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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$2.2K -$268 -3 -11%
IA
302
IFP Advisors
Florida
$2.2K – – –
HL
303
HeadInvest LLC
Maine
$2.18K +$2.14K +24 New
HFS
304
Hantz Financial Services
Michigan
$2K – – –
BIA
305
Bell Investment Advisors
California
$1.93K +$1.07K +12 +133%
AWA
306
Authentikos Wealth Advisory
California
$1.84K +$1.79K +20 New
SWA
307
Sutton Wealth Advisors
Florida
$1.38K – – –
CCA
308
Column Capital Advisors
Indiana
$1.28K – – –
NA
309
NewEdge Advisors
Louisiana
$1.28K – – –
FSWA
310
Financial Synergies Wealth Advisors
Texas
$1.01K – – –
GKIM
311
GW&K Investment Management
Massachusetts
$1K – – –
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$826 – – –
GI
313
Gradient Investments
Minnesota
$643 – – –
EC
314
Elequin Capital
New York
$643 +$268 +3 +75%
GWM
315
Geneos Wealth Management
Colorado
$551 +$536 +6 New
WT
316
Washington Trust
Rhode Island
$459 -$357 -4 -44%
NSG
317
Nalls Sherbakoff Group
Tennessee
$459 – – –
RWM
318
Raffa Wealth Management
District of Columbia
$459 – – –
TPCW
319
TD Private Client Wealth
New York
$367 – – –
AWM
320
Abound Wealth Management
Tennessee
$276 – – –
GWSG
321
GPS Wealth Strategies Group
Colorado
$275 – – –
CPG
322
Cornerstone Planning Group
New Jersey
$275 +$268 +3 New
AP
323
Atwood & Palmer
Missouri
$184 +$179 +2 New
BCM
324
Bourgeon Capital Management
Connecticut
$184 +$179 +2 New
FFA
325
Farther Finance Advisors
California
$92 +$89 +1 New