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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$95K +$32.3K +323 +45%
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$95K +$104K +1,038 New
Bessemer Group
528
Bessemer Group
New Jersey
$94K
CCM
529
Covington Capital Management
California
$92K -$22.9K -229 -19%
HNB
530
Huntington National Bank
Ohio
$92K
TCOV
531
Trust Company of Vermont
Vermont
$92K
EI
532
Ellevest Inc
New York
$89K +$65.9K +660 +216%
CA
533
Clearstead Advisors
Ohio
$77K
SPIA
534
Steward Partners Investment Advisory
New York
$76K
MF
535
Manchester Financial
California
$73K
APA
536
American Portfolios Advisors
New York
$71.9K
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$67K
CFB
538
Cullen/Frost Bankers
Texas
$66K +$71.9K +720 New
IA
539
IFP Advisors
Florida
$63K +$36.4K +364 +108%
C
540
Cerebellum
California
$62K -$121K -1,211 -64%
PA
541
Parallel Advisors
California
$62K -$1.7K -17 -2%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$11.1K +111 +20%
CIA
543
CSat Investment Advisory
Michigan
$59K -$2.2K -22 -3%
WT
544
Washington Trust
Rhode Island
$58K
HPC
545
HM Payson & Co
Maine
$55K +$49.9K +500 +500%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$54K
CI
547
CX Institutional
Indiana
$53K +$35.1K +351 +153%
T
548
TOBAM
France
$51K +$55.4K +555 New
SFSIG
549
San Francisco Sentry Investment Group
California
$49K
SWM
550
Sugarloaf Wealth Management
Georgia
$46K