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Name Holding Trade Value Shares
Change
Change in
Stake
M
701
MOTCO
Texas
$65K -$13.7K -287 -18%
GLI
702
Guardian Life Insurance
New York
$65K +$10.7K +225 +20%
SLF
703
Sun Life Financial
Ontario, Canada
$64K +$54.8K +1,147 +671%
PMFA
704
Plante Moran Financial Advisors
Michigan
$62K -$6.83K -143 -10%
CFA
705
Carroll Financial Associates
North Carolina
$62K +$17.1K +359 +39%
ADL
706
Asset Dedication LLC
California
$60K
FGAM
707
Financial Gravity Asset Management
Texas
$60K +$1K +21 +2%
RWA
708
Ropes Wealth Advisors
Massachusetts
$59K
FPS
709
Fieldpoint Private Securities
Connecticut
$58K
FMB
710
Field & Main Bank
Kentucky
$58K +$4.06K +85 +8%
KA
711
Kaizen Advisory
Illinois
$57K +$34K +712 +152%
AW
712
Alpha Windward
Massachusetts
$53K -$1.05K -22 -2%
SIAS
713
Shine Investment Advisory Services
Colorado
$52K -$3.73K -78 -7%
VanEck Associates
714
VanEck Associates
New York
$52K
FMTCOCP
715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
ClearBridge Investments
716
ClearBridge Investments
New York
$48K
CB
717
CNB Bank
Pennsylvania
$48K
RCAG
718
Rehmann Capital Advisory Group
Michigan
$46.4K +$11K +230 +32%
1IA
719
1834 Investment Advisors
Wisconsin
$46K
MSFP
720
Mark Sheptoff Financial Planning
Connecticut
$42K
MMG
721
Monetary Management Group
Missouri
$42K
PK
722
Pflug Koory
Nebraska
$41K
MFBTD
723
MB Financial Bank - Trust Department
Illinois
$39K -$67.4K -1,411 -64%
DBT
724
Dubuque Bank & Trust
Iowa
$39K
GC
725
Grace Capital
Massachusetts
$39K +$37.9K +793 New