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FirstService

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$69.1K -$19.7K -142 -23%
TC
227
Tacita Capital
Ontario, Canada
$66.7K – – –
VCM
228
Versant Capital Management
Arizona
$63.5K -$147K -1,060 -70%
CA
229
Clearstead Advisors
Ohio
$62.2K +$60.8K +438 New
GIA
230
GHP Investment Advisors
Colorado
$60.1K +$139 +1 +0.2%
EWA
231
EverSource Wealth Advisors
Alabama
$59.4K +$13.2K +95 +29%
UBS AM
232
UBS AM
Illinois
$44.8K – – –
GRP
233
Global Retirement Partners
California
$44.2K +$43.1K +311 New
GP
234
Guardian Partners
Canada
$42.6K +$41.6K +300 New
TCOV
235
Trust Company of Vermont
Vermont
$36.2K +$35.4K +255 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$33K -$54.8K -395 -63%
PWPS
237
Pinnacle Wealth Planning Services
Ohio
$30.1K +$2.22K +16 +8%
CIAM
238
Caitong International Asset Management
Hong Kong
$28.1K +$27.5K +198 New
TFIPS
239
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.9K – – –
SO
240
STRS Ohio
Ohio
$26.7K -$832 -6 -3%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$26.5K -$25.7K -185 -50%
HI
242
Harbour Investments
Wisconsin
$21.3K – – –
CH
243
Cromwell Holdings
Wyoming
$19.4K -$11.2K -81 -37%
CPG
244
Cornerstone Planning Group
New Jersey
$18.4K +$3.47K +25 +24%
CA
245
Centerpoint Advisors
Massachusetts
$17K -$139 -1 -0.8%
TRCT
246
Tower Research Capital (TRC)
New York
$12.9K -$24.7K -178 -66%
ACM
247
Accent Capital Management
Ohio
$12.1K – – –
TPCW
248
TD Private Client Wealth
New York
$11.1K +$6.94K +50 +179%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$10.5K +$10.3K +74 New
FHC
250
First Horizon Corporation
Tennessee
$7.96K -$9.02K -65 -54%