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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
526
Independent Advisor Alliance
North Carolina
$201K +$206K +991 New
SIC
527
Salem Investment Counselors
North Carolina
$200K – – –
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$186K -$5.41K -26 -3%
BAM
529
Belpointe Asset Management
Nevada
$172K -$552K -2,650 -76%
T
530
TOBAM
France
$165K +$33.7K +162 +25%
SIM
531
Sentry Investment Management
Wisconsin
$164K – – –
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$144K +$21.4K +103 +17%
WT
533
Whittier Trust
California
$135K – – –
PCM
534
Penserra Capital Management
California
$128K – – –
HB
535
Horizon Bancorp
Indiana
$120K -$4.58K -22 -4%
OCM
536
Osterweis Capital Management
California
$114K – – –
UB
537
UMB Bank
Missouri
$102K – – –
AP
538
Arlington Partners
Alabama
$91.3K +$93.7K +450 New
PK
539
Pflug Koory
Nebraska
$88.2K – – –
AA
540
Alta Advisers
United Kingdom
$81.1K – – –
NL
541
NVWM LLC
Pennsylvania
$81.1K – – –
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$80.3K +$55.6K +267 +207%
EBA
543
Eagle Bay Advisors
New York
$77.7K +$2.08K +10 +3%
PA
544
Parallel Advisors
California
$77.2K +$17.3K +83 +28%
DIP
545
DT Investment Partners
Pennsylvania
$72.9K – – –
PSB
546
Piscataqua Savings Bank
New Hampshire
$68.4K – – –
ASN
547
Advisory Services Network
Georgia
$65.1K -$4.16K -20 -6%
GWS
548
Glassman Wealth Services
Virginia
$62.9K +$2.08K +10 +3%
BEI
549
Benjamin Edwards Inc
Missouri
$62K +$31.6K +152 +97%
Credit Agricole
550
Credit Agricole
France
$60.9K – – –