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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$15K -$39.2K -3,472 -74%
SWM
152
Spire Wealth Management
Virginia
$15K -$3.38K -300 -19%
HR
153
Howe & Rusling
New York
$13K
APA
154
American Portfolios Advisors
New York
$12.8K +$1.13K +100 +10%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$12K -$226 -20 -2%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$12K +$34 +3 +0.3%
US Bancorp
157
US Bancorp
Minnesota
$11K -$1.13K -100 -9%
HFA
158
Hoover Financial Advisors
Pennsylvania
$11K
GWM
159
Geneos Wealth Management
Colorado
$10K -$5.3K -470 -34%
CG
160
Cutler Group
California
$6K -$3.02K -268 -33%
JPLA
161
Joseph P. Lucia & Associates
New York
$6K
Optiver Holding
162
Optiver Holding
Netherlands
$6K +$5.82K +516 New
BAM
163
Bellevue Asset Management
Washington
$4K
AP
164
Atwood & Palmer
Missouri
$3K
GRP
165
Global Retirement Partners
California
$3K
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$869 -77 -35%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2K
FMP
168
Financial Management Professionals
Texas
$2K
JCM
169
Jacobi Capital Management
Pennsylvania
$2K
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
SQA
171
Simon Quick Advisors
New Jersey
$2K
TFS
172
TrustCore Financial Services
Tennessee
$2K
PA
173
Parallel Advisors
California
$1K -$3.61K -320 -73%
APWA
174
Atlas Private Wealth Advisors
New Jersey
$1K
BWP
175
Baldwin Wealth Partners
Massachusetts
$1K