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Name Holding Trade Value Shares
Change
Change in
Stake
C
651
Covestor
United Kingdom
$87K +$45.2K +324 +102%
HNB
652
Huntington National Bank
Ohio
$83.8K -$15.2K -109 -15%
BBHC
653
Brown Brothers Harriman & Co
New York
$78.1K +$80.8K +579 New
CHC
654
City Holding Co
West Virginia
$75.7K – – –
ACA
655
Atlas Capital Advisors
Wyoming
$75.2K +$140 +1 +0.2%
GM
656
GeoWealth Management
Illinois
$74.3K -$50K -358 -39%
GSWM
657
Golden State Wealth Management
California
$73.5K – – –
IBOK
658
Independence Bank of Kentucky
Kentucky
$69.8K – – –
HCM
659
Hollencrest Capital Management
California
$68.5K – – –
IIM
660
Intact Investment Management
Quebec, Canada
$67.5K +$69.8K +500 New
LC
661
Lindbrook Capital
California
$64.1K +$20.9K +150 +46%
BL
662
BFSG LLC
California
$63.4K – – –
BIG
663
Brooklyn Investment Group
New York
$63K -$18.4K -132 -22%
WF
664
Wayfinding Financial
Washington
$63K +$65.5K +469 New
CPG
665
Cornerstone Planning Group
New Jersey
$58.4K -$17K -122 -23%
SAM
666
Smartleaf Asset Management
Massachusetts
$55.6K -$5.44K -39 -9%
MA
667
Montag & Associates
Georgia
$55.2K -$58.6K -420 -51%
CH
668
Cromwell Holdings
Wyoming
$55.2K +$838 +6 +1%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$55.1K +$9.77K +70 +21%
SIM
670
Sentry Investment Management
Wisconsin
$55K +$57.7K +413 New
NEWAS
671
N.E.W. Advisory Services
Wisconsin
$54K +$55.8K +400 New
VFM
672
Vision Financial Markets
Connecticut
$53.2K – – –
T
673
Tidemark
California
$51K – – –
PFBT
674
Parkside Financial Bank & Trust
Missouri
$50.2K +$16.1K +115 +45%
QC
675
Quent Capital
New York
$50.2K – – –