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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
501
Sun Life Financial
Ontario, Canada
$562K +$299K +15,694 +126%
ZCA
502
Zeke Capital Advisors
Pennsylvania
$562K +$307K +16,123 +134%
TW
503
Transform Wealth
Colorado
$562K +$536K +28,154 New
VFM
504
Viking Fund Management
North Dakota
$559K – – –
BG
505
Bahl & Gaynor
Ohio
$557K – – –
WDA
506
Wendell David Associates
New Hampshire
$553K – – –
Baird Financial Group
507
Baird Financial Group
Wisconsin
$548K -$6.59K -346 -1%
NIMI
508
Natixis Investment Managers International
France
$540K -$234K -12,289 -31%
OC
509
Oppenheimer & Co
New York
$538K +$514 +27 +0.1%
BO
510
BRR OpCo
Ohio
$538K +$57.2K +3,007 +13%
IR
511
Invictus RG
Bermuda
$531K +$270K +14,204 +115%
SS
512
Simplicity Solutions
Minnesota
$526K -$696K -36,574 -58%
IIM
513
Ironwood Investment Management
Massachusetts
$525K – – –
CK
514
Cohen Klingenstein
New York
$523K – – –
FDCDDQ
515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$515K -$41.9K -2,200 -8%
OAM
516
Occidental Asset Management
California
$508K -$26.5K -1,391 -5%
TCA
517
Teewinot Capital Advisers
New York
$505K – – –
BC
518
Bartlett & Co
Ohio
$504K +$19K +1,000 +4%
ASN
519
Advisory Services Network
Georgia
$499K +$300K +15,770 +171%
BAM
520
Belpointe Asset Management
Nevada
$498K +$475K +24,956 New
Mackenzie Financial
521
Mackenzie Financial
Ontario, Canada
$495K +$10.9K +575 +2%
CWM
522
Concentric Wealth Management
California
$494K – – –
Truist Financial
523
Truist Financial
North Carolina
$491K -$40.5K -2,127 -8%
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$491K -$5.81K -305 -1%
TCM
525
Tufton Capital Management
Maryland
$489K – – –