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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
451
CI Investments Inc
Ontario, Canada
$57K -$2.77K -21 -5%
LJHT
452
Laurie J. Hall Trustee
$55K
HNB
453
Huntington National Bank
Ohio
$53K -$7.8K -59 -14%
FF
454
FourThought Financial
Florida
$53K
AWM
455
Avior Wealth Management
Nebraska
$52K -$925 -7 -2%
TFS
456
TrustCore Financial Services
Tennessee
$48K
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$60.3K -456 -61%
RA
458
Resolute Advisors
California
$39K
HWMA
459
Heritage Wealth Management (Arizona)
Arizona
$38.5K
MFT
460
Moisand Fitzgerald Tamayo
Florida
$38K -$2.11K -16 -6%
SBL
461
Sargent Bickham Lagudis
Colorado
$38K +$32.1K +243 +2,025%
OC
462
Oakworth Capital
Alabama
$37K
MW
463
Milestone Wealth
New York
$34K +$1.32K +10 +5%
Bank Julius Baer & Co
464
Bank Julius Baer & Co
Switzerland
$34K +$30.4K +230 New
CA
465
Clearstead Advisors
Ohio
$33K -$7.14K -54 -19%
BCWM
466
Bartlett & Co Wealth Management
Ohio
$32.4K
BC
467
Bartlett & Co
Ohio
$32K
AWM
468
AllSquare Wealth Management
New York
$30K
CFD
469
Creative Financial Designs
Indiana
$30K
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
SN
471
Sittner & Nelson
Oregon
$30K
FPS
472
Fieldpoint Private Securities
Connecticut
$29K -$315K -2,382 -92%
CCA
473
Catalyst Capital Advisors
New York
$29K +$3.44K +26 +16%
BBHC
474
Brown Brothers Harriman & Co
New York
$28K
FHA
475
First Horizon Advisors
Tennessee
$28K +$3.04K +23 +14%