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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
626
Creative Financial Designs
Indiana
$21.2K – – –
MA
627
Montag & Associates
Georgia
$20.3K -$3.36K -48 -13%
CIA
628
Cape Investment Advisory
Georgia
$19.1K +$21.2K +303 New
EB
629
Eastern Bank
Massachusetts
$18.9K -$27.7K -396 -57%
SR
630
Syntax Research
Florida
$18.9K – – –
Nisa Investment Advisors
631
Nisa Investment Advisors
Missouri
$18.4K +$3.92K +56 +24%
AF
632
Alerus Financial
North Dakota
$18.1K – – –
ECM
633
Estabrook Capital Management
New York
$17.6K – – –
AWM
634
Aberdeen Wealth Management
Illinois
$17.6K +$19.6K +280 New
BBHC
635
Brown Brothers Harriman & Co
New York
$16.8K -$161K -2,300 -90%
SG
636
Sankala Group
Colorado
$13.9K – – –
ACA
637
American Capital Advisory
Idaho
$13.7K +$4.96K +71 +48%
SAM
638
Smartleaf Asset Management
Massachusetts
$13.4K – – –
TCOV
639
Trust Company of Vermont
Vermont
$12.6K +$14K +200 New
MLA
640
MB, Levis & Associates
Pennsylvania
$11.8K – – –
BH
641
Burk Holdings
Oklahoma
$11.4K +$12.7K +181 New
SEP
642
Signature Equity Partners
Ohio
$11.2K +$12.4K +178 New
ISWM
643
Intesa Sanpaolo Wealth Management
$11K +$12.2K +175 New
Fifth Third Bancorp
644
Fifth Third Bancorp
Ohio
$10.6K +$489 +7 +4%
ZBNA
645
Zions Bancorporation, National Association
Utah
$10.2K +$6.78K +97 +149%
CB
646
Community Bank
New York
$10.1K – – –
BCM
647
Boreal Capital Management
Florida
$9.15K – – –
HC
648
Hara Capital
Washington
$8.89K – – –
JWA
649
JFS Wealth Advisors
Pennsylvania
$8.88K – – –
TWD
650
True Wealth Design
Ohio
$8.37K +$1.4K +20 +18%