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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
301
Perkins Coie Trust Company
Washington
$104K
Bessemer Group
302
Bessemer Group
New Jersey
$97K +$4.51K +48 +5%
ADL
303
Asset Dedication LLC
California
$96.4K
AssetMark Inc
304
AssetMark Inc
California
$96K
MG
305
Mather Group
Illinois
$89.4K +$50.8K +541 +129%
EWA
306
EverSource Wealth Advisors
Alabama
$84.1K +$4.13K +44 +5%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$84K +$30.1K +321 +55%
PMFA
308
Plante Moran Financial Advisors
Michigan
$83.8K
SOAMC
309
Spirit of America Management Corp
New York
$83.8K
PA
310
Parallel Advisors
California
$72.7K +$7.51K +80 +11%
SOW
311
State of Wyoming
Wyoming
$71.3K +$7.98K +85 +13%
1IA
312
1620 Investment Advisors
Massachusetts
$70.6K +$71.2K +758 New
USB
313
Union Savings Bank
Connecticut
$69.9K
CTC
314
Central Trust Company
Missouri
$68.2K -$3.47K -37 -5%
CYG
315
Clean Yield Group
Vermont
$65.2K
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$64K -$30.3K -323 -32%
C
317
Covestor
United Kingdom
$60K -$59.1K -630 -50%
MFG
318
Mendota Financial Group
Wisconsin
$58.3K
FHA
319
First Horizon Advisors
Tennessee
$51.4K -$3.57K -38 -6%
Nomura Asset Management
320
Nomura Asset Management
Japan
$47.5K +$15K +160 +46%
AT
321
Avalon Trust
New Mexico
$46.6K
WSC
322
Wellington Shields & Co
New York
$46.6K
M
323
MOTCO
Texas
$37.3K
ATPW
324
Ashton Thomas Private Wealth
Arizona
$35.3K +$35.6K +379 New
RA
325
Rise Advisors
New York
$34.3K +$13.7K +146 +66%