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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$31K -$23.3K -219 -40%
SLF
402
Sun Life Financial
Ontario, Canada
$31K +$106 +1 +0.3%
KA
403
Kaizen Advisory
Illinois
$29K +$4.15K +39 +14%
CFA
404
Carroll Financial Associates
North Carolina
$28K
TCOV
405
Trust Company of Vermont
Vermont
$25K -$5.75K -54 -17%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K
GWS
407
Glassman Wealth Services
Virginia
$24K -$426 -4 -2%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$23K -$5.43K -51 -17%
LNB
409
Ledyard National Bank
$22K
PMFA
410
Plante Moran Financial Advisors
Michigan
$22K
CIA
411
CSat Investment Advisory
Michigan
$21K +$13.7K +129 +139%
MCM
412
MV Capital Management
Maryland
$19K
VAIA
413
Virtus Alternative Investment Advisers
Connecticut
$19K
YWP
414
YorkBridge Wealth Partners
New York
$19K
CBOA
415
Commonwealth Bank of Australia
Australia
$19K +$11.8K +111 +99%
AssetMark Inc
416
AssetMark Inc
California
$17K -$2.55K -24 -11%
FHB
417
First Hawaiian Bank
Hawaii
$16K -$15.6K -147 -45%
AF
418
Advisornet Financial
Minnesota
$16K
CA
419
Claro Advisors
Massachusetts
$15K +$12.6K +118 New
PA
420
Parallel Advisors
California
$14K +$5.21K +49 +45%
FC
421
Ferris Capital
Massachusetts
$12K
MOS
422
MGO One Seven
Ohio
$12K +$13.8K +130 New
PRC
423
Pearl River Capital
Michigan
$12K +$13.9K +131 New
WANY
424
Wealthspire Advisors (New York)
New York
$11K +$12.3K +116 New
GEA
425
Glen Eagle Advisors
New Jersey
$10.5K