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Name Holding Trade Value Shares
Change
Change in
Stake
BONH
526
Bank of New Hampshire
New Hampshire
$44.3K – – –
BFEC
527
Benjamin F. Edwards & Company
Missouri
$44K +$36.8K +474 +677%
KHC
528
Koesten Hirschmann & Crabtree
Kansas
$43K – – –
HB
529
Horizon Bancorp
Indiana
$42K – – –
Jones Financial Companies
530
Jones Financial Companies
Missouri
$40.8K +$26.2K +338 +200%
PWMG
531
Provence Wealth Management Group
California
$40.5K – – –
PFBT
532
Parkside Financial Bank & Trust
Missouri
$40.5K -$2.09K -27 -5%
TIM
533
Thompson Investment Management
Wisconsin
$40.2K – – –
WB
534
Webster Bank
Connecticut
$40.2K – – –
MBFW
535
Morton Brown Family Wealth
Pennsylvania
$40.2K +$38.8K +500 New
RIM
536
Rakuten Investment Management
Japan
$39.2K +$37.7K +486 New
TCOV
537
Trust Company of Vermont
Vermont
$37.8K – – –
CAL
538
Capital Advisors Ltd
Ohio
$36K – – –
BAM
539
Bellevue Asset Management
Washington
$35.9K – – –
ZB
540
Zions Bancorporation
Utah
$35.9K – – –
SWA
541
SOA Wealth Advisors
New York
$35.3K – – –
Lazard Asset Management
542
Lazard Asset Management
New York
$35K +$14.2K +183 +71%
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$34.5K +$33.3K +429 New
CMP
544
Coston McIsaac & Partners
Maine
$34K – – –
IA
545
IFP Advisors
Florida
$33.2K +$24.7K +318 +335%
GWM
546
Geneos Wealth Management
Colorado
$32.6K +$388 +5 +1%
MAWCM
547
Mine & Arao Wealth Creation & Management
California
$32.2K – – –
GEA
548
Glen Eagle Advisors
New Jersey
$32.2K – – –
HFM
549
Hartford Financial Management
Connecticut
$32.2K – – –
DMBA
550
Deseret Mutual Benefit Administrators
Utah
$31.4K -$9.3K -120 -23%