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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Endurance Wealth Management
Rhode Island
$37K
LC
402
Lindbrook Capital
California
$37K +$39.2K +598 New
BONH
403
Bank of New Hampshire
New Hampshire
$35K
AF
404
Allworth Financial
California
$34K +$12.7K +194 +53%
SWM
405
Spire Wealth Management
Virginia
$31K -$7.09K -108 -18%
QC
406
Quent Capital
New York
$31K
WB
407
Webster Bank
Connecticut
$31K
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$31K +$32.8K +500 New
COCM
409
Charter Oak Capital Management
New Hampshire
$30K
MIFH
410
Migdal Insurance & Financial Holdings
Israel
$29K +$2.82K +43 +10%
JWA
411
JFS Wealth Advisors
Pennsylvania
$28K -$3.74K -57 -11%
ZB
412
Zions Bancorporation
Utah
$28K +$10K +153 +51%
SSG
413
Summit Securities Group
New York
$28K +$23.7K +361 +401%
BAM
414
Bellevue Asset Management
Washington
$27K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$27K
CMP
416
Coston McIsaac & Partners
Maine
$26K +$28.3K +432 New
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$25.6K +$11.7M +178,939 +89%
GEA
418
Glen Eagle Advisors
New Jersey
$24.4K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$24K -$1.71K -26 -6%
HFM
420
Hartford Financial Management
Connecticut
$24K
MAWCM
421
Mine & Arao Wealth Creation & Management
California
$24K
CA
422
Centerpoint Advisors
Massachusetts
$24K +$26.2K +400 New
FF
423
FourThought Financial
Florida
$23K
CI
424
CX Institutional
Indiana
$23K +$24.5K +373 New
CFO
425
CVA Family Office
Colorado
$22K -$11.8K -180 -33%