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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
626
Bank of Montreal
Ontario, Canada
$10.8K -$3.89M -37,336 -25%
CA
627
Crewe Advisors
Utah
$10K -$9.59K -92 -46%
AWM
628
Accel Wealth Management
Iowa
$10K +$834 +8 +8%
TCWM
629
Total Clarity Wealth Management
Illinois
$10K +$11.5K +110 New
GWS
630
Glassman Wealth Services
Virginia
$9K -$27.3K -262 -73%
DAC
631
Dividend Assets Capital
South Carolina
$9K
VCM
632
Versant Capital Management
Arizona
$9K
AA
633
AlphaMark Advisors
Kentucky
$8K
GI
634
Gradient Investments
Minnesota
$6K
SFA
635
Semmax Financial Advisors
North Carolina
$6K
TFGT
636
TS Financial Group (TSFG)
Illinois
$6K
TWM
637
Tradition Wealth Management
Minnesota
$6K +$1.15K +11 +22%
VVP
638
Venture Visionary Partners
Ohio
$5.57K +$6.36K +61 New
SC
639
Stephens Consulting
Michigan
$5.11K
PMFA
640
Plante Moran Financial Advisors
Michigan
$5K -$36.5K -350 -88%
DWP
641
Destiny Wealth Partners
Florida
$5K
HCP
642
Hexagon Capital Partners
Arkansas
$4K
IFAM
643
Institutional & Family Asset Management
Colorado
$4K
MWM
644
Mascoma Wealth Management
New Hampshire
$4K
NSIM
645
North Star Investment Management
Illinois
$4K
UFF
646
USA Financial Formulas
Michigan
$4K +$104 +1 +2%
APF
647
Alaska Permanent Fund
Alaska
$4K +$208 +2 +5%
ETI
648
Enterprise Trust & Investment
California
$4K +$5K +48 New
EBA
649
Eagle Bay Advisors
New York
$3.93K +$4.48K +43 New
BPC
650
Banque Pictet & Cie
Switzerland
$3.57K -$1.63M -15,644 -29%