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Bank of N.T. Butterfield & Son

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$14.6K +$13.9K +245 New
AssetMark Inc
202
AssetMark Inc
California
$14.5K – – –
TWD
203
True Wealth Design
Ohio
$12.4K – – –
HI
204
Harbour Investments
Wisconsin
$11.9K – – –
OW
205
Olistico Wealth
Oklahoma
$11.9K – – –
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$11.7K +$566 +10 +5%
FFO
207
Fortitude Family Office
Arizona
$10.5K +$6.68K +118 +200%
US Bancorp
208
US Bancorp
Minnesota
$10.1K – – –
AG
209
AmeriFlex Group
Nevada
$9.64K – – –
LI
210
LRI Investments
Florida
$9.22K +$170 +3 +2%
LFG
211
Larson Financial Group
Missouri
$8.81K +$2.66K +47 +47%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$7.2K – – –
SS
213
SBI Securities
Japan
$6.31K +$5.38K +95 +864%
PA
214
Parallel Advisors
California
$5.77K +$4.24K +75 +341%
CFO
215
CVA Family Office
Colorado
$5.59K – – –
MG
216
Mather Group
Illinois
$5.36K – – –
SIC
217
SJS Investment Consulting
Ohio
$5.06K +$1.64K +29 +52%
JWA
218
JFS Wealth Advisors
Pennsylvania
$4.11K – – –
QL
219
Quarry LP
New York
$3.33K -$1.19K -21 -27%
AFC
220
Ares Financial Consulting
California
$2.62K – – –
KFAS
221
Keating Financial Advisory Services
Kansas
$2.32K +$113 +2 +5%
SWAG
222
Spectrum Wealth Advisory Group
California
$2.32K +$2.21K +39 New
BWA
223
Basecamp Wealth Advisors
Washington
$2.26K – – –
DWM
224
Dogwood Wealth Management
Kansas
$2.26K – – –
VWA
225
Valued Wealth Advisors
Utah
$2.14K +$2.04K +36 New