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Name Holding Trade Value Shares
Change
Change in
Stake
RTC
401
Riverview Trust Company
Washington
$16K
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$15.1K +$1.08M +22,680 +8%
DMBA
403
Deseret Mutual Benefit Administrators
Utah
$15K -$31.3K -655 -66%
GM
404
GeoWealth Management
Illinois
$15K +$334 +7 +2%
TF
405
Tompkins Financial
New York
$14K
BWA
406
BDO Wealth Advisors
Florida
$11K
TC
407
Tacita Capital
Ontario, Canada
$11K
CFGS
408
Concourse Financial Group Securities
Alabama
$9K -$57.4K -1,201 -86%
SWM
409
Spire Wealth Management
Virginia
$9K -$716 -15 -7%
WTC
410
WhitTier Trust Company
Nevada
$9K
AF
411
Allworth Financial
California
$9K +$812 +17 +10%
HDIM
412
Hanson & Doremus Investment Management
Vermont
$9K +$9.03K +189 New
FHA
413
First Horizon Advisors
Tennessee
$8K +$2.1K +44 +30%
AWM
414
Activest Wealth Management
Florida
$8K +$7.88K +165 New
PI
415
PFS Investments
Georgia
$7.37K -$336K -7,034 -4%
JWA
416
JFS Wealth Advisors
Pennsylvania
$7K
SC
417
Schubert & Co
Texas
$6K -$239 -5 -4%
BIA
418
Bell Investment Advisors
California
$5K
HWMA
419
Heritage Wealth Management (Arizona)
Arizona
$5K
BWM
420
Baystate Wealth Management
Massachusetts
$5K +$48 +1 +0.9%
LF
421
Lee Financial
Texas
$5K +$143 +3 +3%
DTIM
422
Danda Trouve Investment Management
Kansas
$5K +$4.78K +100 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$5K +$4.87K +102 New
ECM
424
Estabrook Capital Management
New York
$3.68K
ETC
425
Exchange Traded Concepts
Oklahoma
$3K -$478 -10 -13%