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Name Holding Trade Value Shares
Change
Change in
Stake
EFP
201
Envision Financial Planning
Tennessee
$20.7K
IWM
202
IHT Wealth Management
Illinois
$20K +$22.9K +10,110 New
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$19.8K -$5.67K -2,501 -20%
IC
204
IEQ Capital
California
$19.8K -$26K -11,476 -53%
Truist Financial
205
Truist Financial
North Carolina
$19.8K -$2.04K -900 -8%
SC
206
Slow Capital
California
$19.8K
CHAM
207
Clear Harbor Asset Management
Connecticut
$19.8K +$22.7K +10,000 New
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
$19.8K +$22.7K +10,000 New
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$18K +$12.7K +5,613 +160%
AB
210
Amalgamated Bank
New York
$18K +$9.07K +4,004 +76%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$16.8K -$11 -5 -0.1%
SPIA
212
Steward Partners Investment Advisory
New York
$16.4K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K +$15.8K +6,958 +16,567%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$13.6K +$10.1K +4,460 +184%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$11K
SIS
216
Sound Income Strategies
Florida
$10.9K
WSFS
217
Wilmington Savings Fund Society
Delaware
$9.9K
GSWM
218
Golden State Wealth Management
California
$9.31K
HI
219
Harbour Investments
Wisconsin
$8.83K +$7.84K +3,460 +346%
SCM
220
Sterling Capital Management
North Carolina
$8.47K +$2.35K +1,036 +32%
GRP
221
Global Retirement Partners
California
$8.06K
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$8K +$3.02K +1,335 +54%
MCM
223
MAI Capital Management
Ohio
$7.06K +$5.59K +2,468 +225%
AIC
224
Archer Investment Corporation
Indiana
$6.96K
SN
225
Sittner & Nelson
Oregon
$6.05K