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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IA
626
IFP Advisors
Florida
$191K +$40.9K +252 +9%
TCOV
627
Trust Company of Vermont
Vermont
$179K +$57.3K +353 +40%
SOS
628
Silver Oak Securities
Tennessee
$174K -$52.3K -322 -25%
KFI
629
Key Financial Inc
Pennsylvania
$167K – – –
PCOC
630
Power Corp of Canada
Canada
$159K +$179K +1,101 New
LJHT
631
Laurie J. Hall Trustee
$152K – – –
WFA
632
Wipfli Financial Advisors
Wisconsin
$150K +$168K +1,038 New
Federated Hermes
633
Federated Hermes
Pennsylvania
$140K +$155K +954 +6,360%
AG
634
AIA Group
Hong Kong
$131K -$101K -620 -41%
AAP
635
Arax Advisory Partners
Colorado
$125K +$9.9K +61 +8%
GRP
636
Global Retirement Partners
California
$124K +$66.7K +411 +100%
PA
637
Parallel Advisors
California
$115K +$17.4K +107 +16%
SIM
638
Sentry Investment Management
Wisconsin
$114K – – –
SBL
639
Sargent Bickham Lagudis
Colorado
$112K -$5.52K -34 -4%
TFA
640
Toth Financial Advisory
Virginia
$111K – – –
HIA
641
Harbor Investment Advisory
Maryland
$110K +$2.11K +13 +2%
HDIM
642
Hanson & Doremus Investment Management
Vermont
$101K – – –
CFGS
643
Concourse Financial Group Securities
Alabama
$97K -$32.1K -198 -23%
SAM
644
S.A. Mason
Michigan
$97K – – –
EBA
645
Eagle Bay Advisors
New York
$96K – – –
BBHC
646
Brown Brothers Harriman & Co
New York
$95K – – –
WTC
647
WhitTier Trust Company
Nevada
$94K – – –
CA
648
Crewe Advisors
Utah
$92K -$23.7K -146 -19%
TFA
649
Transamerica Financial Advisors
Florida
$92K +$7.3K +45 +8%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$90K -$26.3K -162 -21%