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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
676
Harel Insurance Investments & Financial Services
Israel
$42K -$350K -5,650 -90%
NIC
677
Northwest Investment Counselors
Oregon
$39K +$38K +614 New
KPCM
678
Kings Point Capital Management
New York
$38K
ZB
679
Zions Bancorporation
Utah
$38K +$16.7K +270 +85%
MIFH
680
Migdal Insurance & Financial Holdings
Israel
$34K -$24.4M -394,499 -100%
PB
681
Pinnacle Bancorp
Nebraska
$34K
CFO
682
CVA Family Office
Colorado
$34K +$32.5K +525 New
KTC
683
Kistler-Tiffany Companies
Pennsylvania
$33K
EWM
684
Endurance Wealth Management
Rhode Island
$32K -$6.19K -100 -17%
SL
685
Savior LLC
Massachusetts
$32K -$2.66K -43 -8%
VFA
686
Valeo Financial Advisors
Indiana
$32K -$124 -2 -0.4%
BAMG
687
Brand Asset Management Group
Missouri
$32K +$31K +500 New
RE
688
RBC Europe
United Kingdom
$32K -$60.9K -984 -66%
BC
689
Bartlett & Co
Ohio
$31K
BCWM
690
Bartlett & Co Wealth Management
Ohio
$31K
TWA
691
TCI Wealth Advisors
Arizona
$30K +$9.97K +161 +52%
JCM
692
Jacobi Capital Management
Pennsylvania
$30K +$20.2K +326 +228%
CFA
693
Carroll Financial Associates
North Carolina
$29K
DWMG
694
DB Wealth Management Group
California
$29K
BAM
695
Barrett Asset Management
New York
$29K +$24.8K +400 +800%
VanEck Associates
696
VanEck Associates
New York
$28K +$26.7K +432 New
TFO
697
Tarbox Family Office
California
$27K
SWG
698
Summit Wealth Group
Vermont
$27K +$25.8K +417 New
WTC
699
WhitTier Trust Company
Nevada
$26K
GWSG
700
GPS Wealth Strategies Group
Colorado
$26K +$25.8K +417 New