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Algonquin Power & Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
201
Roosevelt Investment Group
New York
$178K – – –
CI Investments Inc
202
CI Investments Inc
Ontario, Canada
$178K +$57.7K +4,000 +53%
FTDI
203
First Trust Direct Indexing
Massachusetts
$177K +$165K +11,431 New
AWS
204
Atria Wealth Solutions
New York
$157K +$144K +10,000 New
CQS
205
Credential Qtrade Securities
$124K +$36.4K +2,524 +46%
VanEck Associates
206
VanEck Associates
New York
$109K +$41.6K +2,885 +69%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$101K – – –
CHC
208
City Holding Co
West Virginia
$93K – – –
GIBU
209
Gulf International Bank (UK)
United Kingdom
$89K – – –
CFGS
210
Concourse Financial Group Securities
Alabama
$75K -$577 -40 -0.8%
SWM
211
Spire Wealth Management
Virginia
$73K – – –
SFFS
212
Stonehage Fleming Financial Services
Jersey
$54K +$16.1K +1,117 +46%
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$52K -$5.77K -400 -11%
FPS
214
Fieldpoint Private Securities
Connecticut
$50K +$5.22K +362 +13%
AIL
215
AGF Investments LLC
Ontario, Canada
$47K -$1.02K -71 -2%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$33K -$10.1K -698 -25%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$33K – – –
HNB
218
Huntington National Bank
Ohio
$31K – – –
PCOC
219
Power Corp of Canada
Canada
$31K +$28.7K +1,990 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$30K +$3.58K +248 +14%
PP
221
Pacifica Partners
Canada
$22K – – –
US Bancorp
222
US Bancorp
Minnesota
$21K +$2.99K +207 +18%
GWM
223
Geneos Wealth Management
Colorado
$18K – – –
CB
224
Community Bank
New York
$16K – – –
TF
225
Tompkins Financial
New York
$16K – – –