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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$102K +$26.5K +545 +35%
EB
502
Eastern Bank
Massachusetts
$97.8K +$97.3K +2,000 New
TC
503
Truvestments Capital
Florida
$91.7K +$91.2K +1,874 New
AssetMark Inc
504
AssetMark Inc
California
$89K +$55.8K +1,147 +171%
FFA
505
Farther Finance Advisors
California
$86.9K +$26.9K +552 +45%
TFA
506
Transamerica Financial Advisors
Florida
$84K +$3.46K +71 +4%
LI
507
LRI Investments
Florida
$82.9K
O
508
Ossiam
France
$75.3K +$59.2K +1,217 +378%
CFB
509
Cullen/Frost Bankers
Texas
$68.5K
TCM
510
TruNorth Capital Management
Michigan
$63.6K +$16.3K +335 +35%
PMFA
511
Plante Moran Financial Advisors
Michigan
$60.3K
GM
512
GeoWealth Management
Illinois
$58.8K +$58.4K +1,201 New
TCOV
513
Trust Company of Vermont
Vermont
$58.7K
HI
514
Harbour Investments
Wisconsin
$58.1K +$15.1K +310 +35%
CFGS
515
Concourse Financial Group Securities
Alabama
$57.6K -$2.77K -57 -5%
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$54.4K
SWM
517
Spire Wealth Management
Virginia
$53.1K -$96.2K -1,977 -65%
IAIM
518
International Assets Investment Management
Florida
$51.6K -$973K -19,996 -95%
MRCM
519
M&R Capital Management
New Jersey
$50.9K +$1.95K +40 +4%
RIL
520
Rothschild Investment LLC
Illinois
$48.7K +$973 +20 +2%
FF
521
Friedenthal Financial
New Jersey
$48.4K +$48.1K +989 New
SIM
522
Sentry Investment Management
Wisconsin
$48K
CTA
523
Colonial Trust Advisors
South Carolina
$47.7K
TC
524
Trust Company
Kansas
$45.1K
WTA
525
Washington Trust Advisors
Massachusetts
$44K