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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
626
Silver Oak Securities
Tennessee
$174K -$52.3K -322 -25%
KFI
627
Key Financial Inc
Pennsylvania
$167K
PCOC
628
Power Corp of Canada
Canada
$159K +$179K +1,101 New
LJHT
629
Laurie J. Hall Trustee
$152K
WFA
630
Wipfli Financial Advisors
Wisconsin
$150K +$168K +1,038 New
Federated Hermes
631
Federated Hermes
Pennsylvania
$140K +$155K +954 +6,360%
AG
632
AIA Group
Hong Kong
$131K -$101K -620 -41%
AAP
633
Arax Advisory Partners
Colorado
$125K +$9.9K +61 +8%
GRP
634
Global Retirement Partners
California
$124K +$66.7K +411 +100%
PA
635
Parallel Advisors
California
$115K +$17.4K +107 +16%
SIM
636
Sentry Investment Management
Wisconsin
$114K
SBL
637
Sargent Bickham Lagudis
Colorado
$112K -$5.52K -34 -4%
TFA
638
Toth Financial Advisory
Virginia
$111K
HIA
639
Harbor Investment Advisory
Maryland
$110K +$2.11K +13 +2%
HDIM
640
Hanson & Doremus Investment Management
Vermont
$101K
CFGS
641
Concourse Financial Group Securities
Alabama
$97K -$32.1K -198 -23%
SAM
642
S.A. Mason
Michigan
$97K
EBA
643
Eagle Bay Advisors
New York
$96K
BBHC
644
Brown Brothers Harriman & Co
New York
$95K
WTC
645
WhitTier Trust Company
Nevada
$94K
CA
646
Crewe Advisors
Utah
$92K -$23.7K -146 -19%
TFA
647
Transamerica Financial Advisors
Florida
$92K +$7.3K +45 +8%
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$90K -$26.3K -162 -21%
T
649
TOBAM
France
$82K -$46.6K -287 -33%
EI
650
Ellevest Inc
New York
$80K -$18.5K -114 -17%