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Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Caldwell Trust
Florida
$182K
OIA
677
Optimum Investment Advisors
Illinois
$182K
SPIA
678
Steward Partners Investment Advisory
New York
$179K +$131K +2,094 +245%
MG
679
Mather Group
Illinois
$163K -$79K -1,266 -32%
PS
680
Principal Securities
Iowa
$160K -$28.1K -450 -15%
TWD
681
True Wealth Design
Ohio
$159K +$109K +1,752 +199%
BIG
682
Brooklyn Investment Group
New York
$156K -$58.9K -944 -27%
SG
683
Sienna Gestion
France
$150K
PFBT
684
Parkside Financial Bank & Trust
Missouri
$142K +$3.37K +54 +2%
SAM
685
Smartleaf Asset Management
Massachusetts
$142K +$2.68K +43 +2%
T
686
TOBAM
France
$127K
C
687
Covestor
United Kingdom
$123K -$30.7K -493 -19%
GRP
688
Global Retirement Partners
California
$119K -$56.7K -909 -32%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$116K -$60K -962 -33%
CAS
690
Coppell Advisory Solutions
Texas
$116K +$89.9K +1,441 +302%
DMBA
691
Deseret Mutual Benefit Administrators
Utah
$112K +$17.3K +278 +18%
IGAM
692
iA Global Asset Management
Quebec, Canada
$112K -$2.7M -43,334 -96%
LI
693
LRI Investments
Florida
$110K +$108K +1,738 +2,317%
PA
694
PSI Advisors
Florida
$105K
MA
695
MCF Advisors
Kentucky
$105K -$37.7K -604 -26%
HNB
696
Huntington National Bank
Ohio
$101K -$7.36K -118 -7%
EWA
697
EverSource Wealth Advisors
Alabama
$96K +$20.3K +325 +26%
ST
698
Smithfield Trust
Pennsylvania
$93K
WT
699
Whittier Trust
California
$91K -$3.74K -60 -4%
RAM
700
Ramirez Asset Management
New York
$90.8K