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Name Holding Trade Value Shares
Change
Change in
Stake
BONH
426
Bank of New Hampshire
New Hampshire
$43K +$41.7K +578 New
CFO
427
CVA Family Office
Colorado
$40K – – –
Lazard Asset Management
428
Lazard Asset Management
New York
$40K +$38.9K +539 New
QC
429
Quent Capital
New York
$38K – – –
JWA
430
JFS Wealth Advisors
Pennsylvania
$38K +$4.69K +65 +15%
WB
431
Webster Bank
Connecticut
$37K – – –
COCM
432
Charter Oak Capital Management
New Hampshire
$37K +$3.9K +54 +12%
BAM
433
Bellevue Asset Management
Washington
$34K – – –
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$33K -$20.9K -290 -40%
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
PFBT
436
Parkside Financial Bank & Trust
Missouri
$31K +$1.88K +26 +7%
CI Investments Inc
437
CI Investments Inc
Ontario, Canada
$30K -$5.49K -76 -16%
HFM
438
Hartford Financial Management
Connecticut
$30K – – –
MAWCM
439
Mine & Arao Wealth Creation & Management
California
$30K – – –
GEA
440
Glen Eagle Advisors
New Jersey
$29.8K – – –
FF
441
FourThought Financial
Florida
$28K – – –
AF
442
Allworth Financial
California
$27K -$25.1K -348 -49%
PCG
443
Private Capital Group
Connecticut
$27K +$72 +1 +0.3%
TIM
444
Tortoise Investment Management
New York
$26K – – –
FMP
445
Financial Management Professionals
Texas
$26K +$217 +3 +0.8%
SSB
446
Sandy Spring Bank
Maryland
$25K – – –
CT
447
Caldwell Trust
Florida
$24.8K +$24K +333 New
Jones Financial Companies
448
Jones Financial Companies
Missouri
$24K -$1.3K -18 -5%
WTA
449
Washington Trust Advisors
Massachusetts
$24K – – –
TWA
450
TCI Wealth Advisors
Arizona
$23K – – –