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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
401
Central Trust Company
Missouri
$5K +$7.03K +213 New
TPCW
402
TD Private Client Wealth
New York
$4.19K
GWS
403
Glassman Wealth Services
Virginia
$4K -$957 -29 -15%
CFGS
404
Concourse Financial Group Securities
Alabama
$4K
Credit Agricole
405
Credit Agricole
France
$4K
IAMOG
406
Investors Asset Management of Georgia
Georgia
$4K
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
ADL
408
Asset Dedication LLC
California
$4K +$5.84K +177 New
CT
409
Cambridge Trust
Massachusetts
$3K -$10.6K -320 -71%
NSIM
410
North Star Investment Management
Illinois
$3K -$5.61K -170 -57%
JWA
411
JFS Wealth Advisors
Pennsylvania
$3K -$1.98K -60 -37%
AW
412
Avion Wealth
Texas
$3K
BCMLT
413
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
FWM
414
Focused Wealth Management
New York
$3K
IFAM
415
Institutional & Family Asset Management
Colorado
$3K
VCM
416
Versant Capital Management
Arizona
$3K
WFA
417
West Financial Advisors
Iowa
$3K
ZB
418
Zions Bancorporation
Utah
$3K
FHA
419
First Horizon Advisors
Tennessee
$3K +$33 +1 +0.8%
SBL
420
Sargent Bickham Lagudis
Colorado
$3K +$198 +6 +5%
CHA
421
Carmichael Hill & Associates
Maryland
$3K +$1.98K +60 +100%
BIA
422
Bell Investment Advisors
California
$3K +$2.47K +75 +125%
AIM
423
Axiom Investment Management
New York
$3K +$3.96K +120 New
BC
424
Barrett & Company
Rhode Island
$2.76K +$2.97K +90 New
Bank of Montreal
425
Bank of Montreal
Ontario, Canada
$2.71K +$491K +14,876 +16%