We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
601
HM Payson & Co
Maine
$187K -$31.7M -223,091 -99%
MCM
602
Manchester Capital Management
Vermont
$168K +$177K +1,243 +17,757%
KFI
603
Key Financial Inc
Pennsylvania
$167K – – –
PCOC
604
Power Corp of Canada
Canada
$148K – – –
LJHT
605
Laurie J. Hall Trustee
$141K – – –
CS
606
Comerica Securities
Michigan
$132K +$139K +978 New
MAM
607
Meeder Asset Management
Ohio
$131K -$315K -2,219 -69%
T
608
TOBAM
France
$124K +$50.3K +354 +62%
Global Retirement Partners
609
Global Retirement Partners
California
$121K +$11.1K +78 +9%
U.S. Capital Wealth Advisors
610
U.S. Capital Wealth Advisors
Texas
$119K +$126K +890 New
Arax Advisory Partners
611
Arax Advisory Partners
Colorado
$118K +$1.85K +13 +2%
TCOV
612
Trust Company of Vermont
Vermont
$113K -$57.3K -403 -32%
Belpointe Asset Management
613
Belpointe Asset Management
Nevada
$112K +$118K +833 New
WhitTier Trust Company
614
WhitTier Trust Company
Nevada
$104K +$17.5K +123 +19%
SBL
615
Sargent Bickham Lagudis
Colorado
$104K – – –
TFA
616
Toth Financial Advisory
Virginia
$103K – – –
HIA
617
Harbor Investment Advisory
Maryland
$103K – – –
Blue Trust Inc
618
Blue Trust Inc
Georgia
$99K +$53.8K +379 +123%
Federated Hermes
619
Federated Hermes
Pennsylvania
$97.1K -$34.8K -245 -25%
TFA
620
Transamerica Financial Advisors
Florida
$97K +$12.8K +90 +14%
IFP Advisors
621
IFP Advisors
Florida
$96K -$251K -1,765 -57%
First Horizon Advisors
622
First Horizon Advisors
Tennessee
$95K -$115K -806 -53%
HDIM
623
Hanson & Doremus Investment Management
Vermont
$94K – – –
IAIM
624
Industrial Alliance Investment Management
Quebec, Canada
$93K +$98.3K +692 New
SAM
625
S.A. Mason
Michigan
$90.5K – – –