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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
551
GHP Investment Advisors
Colorado
$40K
M1FG
552
Mach-1 Financial Group
Arkansas
$40K
BBHC
553
Brown Brothers Harriman & Co
New York
$40K +$17K +186 +60%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$39K +$1.92K +21 +5%
PWMG
555
Prestige Wealth Management Group
New Jersey
$38K
ST
556
Smithfield Trust
Pennsylvania
$38K
Bank of Montreal
557
Bank of Montreal
Ontario, Canada
$36.6K +$11.8M +129,775 +50%
IFA
558
Interactive Financial Advisors
Illinois
$36K
CB
559
CNB Bank
Pennsylvania
$35K
PCA
560
Providence Capital Advisors
North Carolina
$35K
HWA
561
Heritage Wealth Advisors
Virginia
$33K
SSB
562
Sandy Spring Bank
Maryland
$32K
FF
563
FourThought Financial
Florida
$30K
ZB
564
Zions Bancorporation
Utah
$28K -$120K -1,312 -79%
BSB
565
Bangor Savings Bank
Maine
$28K
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$28K +$28.5K +312 +1,006%
GI
567
Gradient Investments
Minnesota
$24K
RMC
568
Resources Management Corp
Connecticut
$24K
SN
569
Sittner & Nelson
Oregon
$24K
WBC
570
West Branch Capital
Massachusetts
$24K
DCM
571
Dupont Capital Management
Delaware
$22K -$6.12K -67 -20%
NFSG
572
Newbridge Financial Services Group
Florida
$21K +$91 +1 +0.4%
C
573
Covestor
United Kingdom
$20K -$456 -5 -2%
CH
574
Canton Hathaway
Rhode Island
$20K
CAL
575
Capital Advisors Ltd
Ohio
$20K +$5.2K +57 +29%