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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
626
Bank of Montreal
Ontario, Canada
$9.07K -$1.57M -26,695 -15%
CP
627
Castleview Partners
Texas
$9K -$160K -2,721 -94%
ATC
628
Adirondack Trust Company
New York
$9K
CBT
629
CoreFirst Bank & Trust
Kansas
$9K
ZB
630
Zions Bancorporation
Utah
$9K
BIA
631
Bell Investment Advisors
California
$9K +$1.06K +18 +13%
BWL
632
Bogart Wealth LLC
Virginia
$8K -$2.65K -45 -23%
SBL
633
Sargent Bickham Lagudis
Colorado
$8K -$706 -12 -8%
AFS
634
Annapolis Financial Services
Maryland
$8K
CCM
635
Covington Capital Management
California
$7K -$19.6K -334 -74%
Jones Financial Companies
636
Jones Financial Companies
Missouri
$7K -$1.24K -21 -14%
AAMU
637
AEGON Asset Management (UK)
United Kingdom
$7K
GIA
638
GHP Investment Advisors
Colorado
$7K
HIA
639
Harbor Investment Advisory
Maryland
$7K
IFAM
640
Institutional & Family Asset Management
Colorado
$7K
TSW
641
Thompson Siegel & Walmsley
Virginia
$7K
TWA
642
TCI Wealth Advisors
Arizona
$7K +$706 +12 +10%
CFO
643
CVA Family Office
Colorado
$7K +$3.53K +60 +100%
SWA
644
Sutton Wealth Advisors
Florida
$6.07K -$588 -10 -9%
EARNEST Partners
645
EARNEST Partners
Georgia
$6K
SC
646
Schubert & Co
Texas
$6K +$2.06K +35 +45%
MFT
647
Moisand Fitzgerald Tamayo
Florida
$6K +$6.53K +111 New
SSB
648
Sandy Spring Bank
Maryland
$5K
VNA
649
Valley National Advisers
Pennsylvania
$5K
FWM
650
Focused Wealth Management
New York
$4K -$882 -15 -17%