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Name Holding Trade Value Shares
Change
Change in
Stake
SN
551
Sittner & Nelson
Oregon
$7K -$4.76K -50 -33%
TFS
552
TrustCore Financial Services
Tennessee
$7K -$2.19K -23 -19%
CFG
553
CKW Financial Group
Hawaii
$7K
CT
554
Clearstead Trust
Maine
$7K
IRAG
555
Investment Research & Advisory Group
Georgia
$7K
MWM
556
Mascoma Wealth Management
New Hampshire
$7K
SMG
557
Spectrum Management Group
Indiana
$7K
ZB
558
Zions Bancorporation
Utah
$7K +$952 +10 +12%
PMFA
559
Plante Moran Financial Advisors
Michigan
$7K +$9.52K +100 New
AWM
560
Activest Wealth Management
Florida
$6K -$1.05K -11 -11%
AA
561
Addison Advisors
Vermont
$6K
AWM
562
Atticus Wealth Management
Florida
$6K
BC
563
Bartlett & Co
Ohio
$6K
EARNEST Partners
564
EARNEST Partners
Georgia
$6K
EWM
565
Endurance Wealth Management
Rhode Island
$6K
TWM
566
Tradition Wealth Management
Minnesota
$6K
WT
567
Washington Trust
Rhode Island
$6K
BCWM
568
Bartlett & Co Wealth Management
Ohio
$5.52K
FCA
569
FinTrust Capital Advisors
South Carolina
$5K
AWM
570
Abound Wealth Management
Tennessee
$4.78K +$6.19K +65 New
Bank of Montreal
571
Bank of Montreal
Ontario, Canada
$4.57K -$23.4M -245,681 -81%
WAM
572
WFA Asset Management
Wisconsin
$4.42K
GEA
573
Glen Eagle Advisors
New Jersey
$4.27K -$3.52K -37 -39%
Parallax Volatility Advisers
574
Parallax Volatility Advisers
California
$4K -$1.72M -18,100 -100%
HFM
575
Harvest Fund Management
China
$4K -$77.5K -814 -94%