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Ericsson

Name Holding Trade Value Shares
Change
Change in
Stake
HAI
201
Hennessy Advisors Inc
California
$66K
IWM
202
IHT Wealth Management
Illinois
$66K
RMCM
203
Reynders McVeigh Capital Management
Massachusetts
$66K
WTB
204
Washington Trust Bank
Washington
$65K
BF
205
BOK Financial
Oklahoma
$64K -$50.4K -7,031 -39%
EWS
206
Evergreen Wealth Solutions
Pennsylvania
$63K +$78.1K +10,901 New
GAM
207
Gotham Asset Management
New York
$63K +$78.2K +10,914 New
BCI
208
Brinker Capital Investments
Pennsylvania
$62K -$104K -14,491 -57%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$61K +$6.43K +898 +9%
Franklin Resources
210
Franklin Resources
California
$60K -$86.6K -12,080 -54%
OPS
211
Orion Portfolio Solutions
Nebraska
$59K -$2.8K -391 -4%
TF
212
TIAA FSB
Florida
$58K -$12.6K -1,753 -15%
CM
213
Caption Management
Oklahoma
$58K +$71.7K +10,000 New
IA
214
IFP Advisors
Florida
$47K +$2.14K +298 +14%
WFA
215
Wipfli Financial Advisors
Wisconsin
$39K +$48.2K +6,719 New
SBL
216
Sargent Bickham Lagudis
Colorado
$36K
BCA
217
Bray Capital Advisors
Florida
$35K
HCP
218
Hexagon Capital Partners
Arkansas
$33K +$35.9K +5,010 +641%
SPIA
219
Steward Partners Investment Advisory
New York
$32K +$7.01K +978 +21%
CFGS
220
Concourse Financial Group Securities
Alabama
$29K -$1.64K -229 -4%
BTI
221
Blue Trust Inc
Georgia
$28K +$19.2K +2,682 +261%
FP
222
Financial Perspectives
Minnesota
$26.4K
BONH
223
Bank of New Hampshire
New Hampshire
$26K
S
224
SignatureFD
Georgia
$24K -$2.75K -383 -8%
HIIFS
225
Harel Insurance Investments & Financial Services
Israel
$23K -$1.14M -159,000 -98%