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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
926
Loomis, Sayles & Company
Massachusetts
$77K -$632K -18,250 -88%
PPWM
927
PFG Private Wealth Management
Florida
$77K -$20.4K -590 -19%
CA
928
Clearstead Advisors
Ohio
$77K +$10.7K +310 +14%
HGERS
929
Householder Group Estate & Retirement Specialist
Arizona
$77K +$88.7K +2,560 New
DAC
930
Dividend Assets Capital
South Carolina
$76K – – –
PFBT
931
Parkside Financial Bank & Trust
Missouri
$74K +$6.23K +180 +8%
MCM
932
MV Capital Management
Maryland
$70K +$8.66K +250 +12%
GWMI
933
Guardian Wealth Management (Illinois)
Illinois
$68K – – –
VCM
934
Vigilant Capital Management
Maine
$68K +$21.5K +620 +38%
MPWT
935
MassMutual Private Wealth & Trust
Connecticut
$66K -$8.66K -250 -10%
SI
936
Stephens Inc
Arkansas
$65K -$15.6K -450 -17%
PMFA
937
Plante Moran Financial Advisors
Michigan
$64K -$7.27K -210 -9%
AWM
938
Ameliora Wealth Management
Switzerland
$64K +$80.7K +2,330 New
AWM
939
AllSquare Wealth Management
New York
$61K -$156K -4,500 -69%
HC
940
Hoese & Co
Minnesota
$61K – – –
CFGS
941
Concourse Financial Group Securities
Alabama
$59K -$98.7K -2,850 -59%
GRP
942
Global Retirement Partners
California
$59K -$1.04K -30 -2%
LFG
943
Larson Financial Group
Missouri
$59K +$9.7K +280 +17%
Canada Pension Plan Investment Board
944
Canada Pension Plan Investment Board
Ontario, Canada
$58K -$25.9M -747,310 -100%
FHA
945
First Horizon Advisors
Tennessee
$58K -$9.7K -280 -13%
GWSG
946
GPS Wealth Strategies Group
Colorado
$58K +$346 +10 +0.5%
WPA
947
West Paces Advisors
Georgia
$57.5K – – –
HFM
948
Hartford Financial Management
Connecticut
$51K – – –
IBOK
949
Independence Bank of Kentucky
Kentucky
$51K – – –
TWA
950
TCI Wealth Advisors
Arizona
$50K -$23.9K -690 -29%