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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
EI
202
Ellevest Inc
New York
$52K -$4.29K -146 -7%
AF
203
Advisornet Financial
Minnesota
$52K -$2.09K -71 -4%
CFO
204
CVA Family Office
Colorado
$51K
HSBC Holdings
205
HSBC Holdings
United Kingdom
$51K +$499 +17 +1%
BONH
206
Bank of New Hampshire
New Hampshire
$51K +$53.2K +1,810 New
PCG
207
Private Capital Group
Connecticut
$48K +$8.37K +285 +20%
CBT
208
CoreFirst Bank & Trust
Kansas
$47K
ZB
209
Zions Bancorporation
Utah
$47K +$3.5K +119 +8%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$47K +$36K +1,225 +250%
MA
211
MCF Advisors
Kentucky
$46K +$47.4K +1,614 New
HNB
212
Huntington National Bank
Ohio
$45K -$852 -29 -2%
PFS
213
Prospera Financial Services
Texas
$39K +$40.8K +1,388 New
QT
214
Quantbot Technologies
New York
$39K +$41.1K +1,400 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$38K +$21.6K +735 +120%
Bessemer Group
216
Bessemer Group
New Jersey
$34K -$16.3K -556 -32%
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$32.5K -$458K -15,596 -93%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$10.8K -367 -24%
AWA
219
Aaron Wealth Advisors
Illinois
$31.7K +$32.9K +1,120 New
SWM
220
Spire Wealth Management
Virginia
$31K -$14.7K -502 -31%
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$10.9K -371 -26%
AIM
222
Anchor Investment Management
South Carolina
$28.3K
HNWAG
223
High Net Worth Advisory Group
Florida
$28K
GWS
224
Glassman Wealth Services
Virginia
$28K +$8.05K +274 +37%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$25K