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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
651
CI Investments Inc
Ontario, Canada
$24K +$1.19K +114 +5%
CSB
652
City State Bank
Iowa
$24K +$26.1K +2,500 +2,500%
DCBT
653
Dakota Community Bank & Trust
North Dakota
$22.8K -$2.35K -225 -8%
HPC
654
HM Payson & Co
Maine
$22.3K -$10.4K -1,000 -29%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$22.3K -$1.35M -129,009 -98%
MCM
656
MV Capital Management
Maryland
$21.4K +$13.3K +1,273 +122%
CBT
657
CoreFirst Bank & Trust
Kansas
$21.4K -$13.3K -1,277 -36%
CWM
658
Compass Wealth Management
Connecticut
$21.3K -$11.7K -1,123 -33%
GWM
659
Geneos Wealth Management
Colorado
$21.2K -$56.9K -5,452 -70%
RWM
660
Raffa Wealth Management
District of Columbia
$19.9K -$271 -26 -1%
BWA
661
BDO Wealth Advisors
Florida
$19.4K
CA
662
Crewe Advisors
Utah
$18.7K +$209 +20 +1%
AWM
663
Abound Wealth Management
Tennessee
$17K +$908 +87 +5%
CB
664
CNB Bank
Pennsylvania
$16.7K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$15.9K
FWM
666
Focused Wealth Management
New York
$15.8K +$5.26K +504 +42%
TH
667
TCTC Holdings
Texas
$14.6K
Jones Financial Companies
668
Jones Financial Companies
Missouri
$14.5K -$21 -2 -0.1%
TWC
669
TD Waterhouse Canada
Ontario, Canada
$14.1K -$16.1K -1,544 -51%
EWM
670
Endurance Wealth Management
Rhode Island
$14K
RTC
671
Riverview Trust Company
Washington
$13.9K -$7.33K -702 -32%
AFG
672
Albion Financial Group
Utah
$12.9K -$5.48K -525 -27%
OP
673
ORG Partners
Indiana
$12.6K +$13.7K +1,316 New
BCWM
674
Bartlett & Co Wealth Management
Ohio
$12.3K
BC
675
Bartlett & Co
Ohio
$12K