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Popular Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$13K – – –
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$12K +$11.8K +146 New
EW
303
Evoke Wealth
California
$11K – – –
PA
304
Parallel Advisors
California
$11K – – –
QCG
305
Quadrant Capital Group
Ohio
$11K – – –
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.9K +134 New
PCG
307
Private Capital Group
Connecticut
$9K – – –
BIA
308
Bell Investment Advisors
California
$8K – – –
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
DFCM
310
Dark Forest Capital Management
Puerto Rico
$8K +$7.46K +92 New
BWM
311
BerganKDV Wealth Management
Minnesota
$7K – – –
DA
312
Denali Advisors
California
$7K – – –
M
313
MOTCO
Texas
$7K – – –
BWM
314
Baystate Wealth Management
Massachusetts
$6K -$811 -10 -12%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$6K -$649 -8 -11%
1IA
316
1834 Investment Advisors
Wisconsin
$5K – – –
EWM
317
Edge Wealth Management
New York
$4K – – –
IRC
318
Investors Research Corp
Georgia
$4K – – –
TFO
319
Tarbox Family Office
California
$4K – – –
MCM
320
Manchester Capital Management
Vermont
$4K +$568 +7 +18%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
CFO
322
CVA Family Office
Colorado
$3K +$3.25K +40 New
APA
323
American Portfolios Advisors
New York
$2.13K – – –
EARNEST Partners
324
EARNEST Partners
Georgia
$2K – – –
EI
325
Ellevest Inc
New York
$2K – – –