Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$16K +$5.49K +3,834 +42%
EWM
102
Elmwood Wealth Management
California
$16K +$19.3K +13,450 New
PSB
103
Piscataqua Savings Bank
New Hampshire
$15K – – –
PHK
104
Point72 Hong Kong
Hong Kong
$14K +$16.2K +11,325 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$13K – – –
PA
106
Profund Advisors
Maryland
$13K +$14.8K +10,311 New
LWM
107
Laidlaw Wealth Management
New York
$13K +$15.8K +11,000 New
LSA
108
Leonteq Securities AG
Switzerland
$12.2K – – –
OIA
109
OneDigital Investment Advisors
Kansas
$12K -$287 -200 -2%
MOS
110
MGO One Seven
Ohio
$12K – – –
RWA
111
River Wealth Advisors
Pennsylvania
$12K – – –
WA
112
WealthTrust Axiom
Pennsylvania
$12K – – –
PCMC
113
Paragon Capital Management (Colorado)
Colorado
$9K +$10K +7,000 New
Macquarie Group
114
Macquarie Group
Australia
$7K – – –
PA
115
PSI Advisors
Florida
$6K – – –
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$5K -$242K -169,016 -97%
EVM
117
Eaton Vance Management
Massachusetts
$5K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$4K – – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$3K – – –
First Manhattan
120
First Manhattan
New York
$3K – – –
QCG
121
Quadrant Capital Group
Ohio
$3K – – –
S
122
SignatureFD
Georgia
$3K +$1.66K +1,159 +76%
CA
123
Crewe Advisors
Utah
$2K – – –
LC
124
Lindbrook Capital
California
$2K – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –