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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$213K -$2.83K -18 -1%
CAM
452
Claret Asset Management
Quebec, Canada
$213K -$219K -1,392 Closed
NSIM
453
North Star Investment Management
Illinois
$213K – – –
Forum Financial Management
454
Forum Financial Management
Illinois
$207K +$1.1K +7 +0.5%
SAM
455
Secure Asset Management
Michigan
$207K -$5.34K -34 -2%
OneDigital Investment Advisors
456
OneDigital Investment Advisors
Kansas
$200K +$206K +1,310 New
TD Waterhouse Canada
457
TD Waterhouse Canada
Ontario, Canada
$191K +$43.5K +277 +28%
Mather Group
458
Mather Group
Illinois
$184K +$12.4K +79 +7%
GF Fund Management
459
GF Fund Management
China
$176K – – –
Brooklyn Investment Group
460
Brooklyn Investment Group
New York
$166K +$1.41K +9 +0.8%
Farther Finance Advisors
461
Farther Finance Advisors
California
$163K +$112K +713 +200%
IFP Advisors
462
IFP Advisors
Florida
$150K -$7.07K -45 -4%
Exchange Traded Concepts
463
Exchange Traded Concepts
Oklahoma
$148K +$12.4K +79 +9%
Federated Hermes
464
Federated Hermes
Pennsylvania
$138K -$23M -146,428 -99%
Huntington National Bank
465
Huntington National Bank
Ohio
$136K -$2.51K -16 -2%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$131K -$75.4K -480 -36%
CFD
467
Creative Financial Designs
Indiana
$121K -$43.2K -275 -26%
MSA
468
MUFG Securities Americas
New York
$119K +$17.8K +113 +17%
CIAM
469
Caitong International Asset Management
Hong Kong
$112K +$115K +732 New
Smartleaf Asset Management
470
Smartleaf Asset Management
Massachusetts
$107K +$157 +1 +0.1%
SSB
471
Sandy Spring Bank
Maryland
$105K – – –
Livforsakringsbolaget Skandia
472
Livforsakringsbolaget Skandia
Sweden
$102K – – –
ECM
473
Estabrook Capital Management
New York
$99.4K – – –
Horizon Investments
474
Horizon Investments
North Carolina
$96.5K +$314 +2 +0.3%
TC
475
Tacita Capital
Ontario, Canada
$91.8K -$102K -650 -52%