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Name Holding Trade Value Shares
Change
Change in
Stake
C
401
Covestor
United Kingdom
$77K +$66.5K +1,663 +493%
BBHC
402
Brown Brothers Harriman & Co
New York
$77K -$23.2K -581 -23%
BC
403
Bayforest Capital
United Kingdom
$76.8K +$79.5K +1,988 New
ST
404
Smithfield Trust
Pennsylvania
$76K -$4.36K -109 -5%
CYG
405
Clean Yield Group
Vermont
$70.4K
UCB
406
United Community Bank
South Carolina
$70.3K -$184K -4,605 -72%
TF
407
Tompkins Financial
New York
$67.6K
DB
408
Danske Bank
Denmark
$61.8K +$64K +1,600 New
ECSS
409
Eurizon Capital SGR SpA
$56.4K +$57.5K +1,437 New
SL
410
Salomon & Ludwin
Virginia
$56K +$49.5K +1,238 +814%
BTI
411
Blue Trust Inc
Georgia
$55K +$9.48K +237 +20%
DJSG
412
D.J. St. Germain
Massachusetts
$51.4K
AIM
413
Arcadia Investment Management
Michigan
$50.2K
GRP
414
Global Retirement Partners
California
$48.7K -$432K -10,814 -90%
SAG
415
SageView Advisory Group
California
$47.6K +$49.3K +1,232 New
S
416
SignatureFD
Georgia
$47K +$27.6K +690 +131%
AG
417
AmeriFlex Group
Nevada
$46.9K -$41.2K -1,031 -46%
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$46K -$1.47M -36,838 -97%
AF
419
Abound Financial
California
$39.2K +$40.6K +1,015 New
IA
420
IFP Advisors
Florida
$38.1K -$51.5K -1,288 -57%
TWD
421
True Wealth Design
Ohio
$35K +$12.8K +319 +54%
CFFP
422
Center for Financial Planning
Michigan
$32.8K +$6K +150 +21%
CRI
423
Commonwealth Retirement Investments
Virginia
$32.8K +$34K +850 New
SAM
424
Smartleaf Asset Management
Massachusetts
$32.8K -$6K -150 -15%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$32.7K -$33.7K -842 -50%