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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
376
Princeton Global Asset Management
New Jersey
$87K
SIM
377
Sentry Investment Management
Wisconsin
$84K
TWC
378
TD Waterhouse Canada
Ontario, Canada
$75.8K +$72.4K +1,276 New
CB
379
Community Bank
New York
$75K
AG
380
AIA Group
Hong Kong
$75K +$74.1K +1,306 New
CAL
381
Capital Advisors Ltd
Ohio
$71K
JFA
382
JNBA Financial Advisors
Minnesota
$69K
ST
383
Smithfield Trust
Pennsylvania
$69K
AA
384
Addison Advisors
Vermont
$69K +$113 +2 +0.2%
TCOV
385
Trust Company of Vermont
Vermont
$66K +$65.1K +1,148 New
GI
386
Gradient Investments
Minnesota
$64K +$57 +1 +0.1%
AssetMark Inc
387
AssetMark Inc
California
$64K +$59.5K +1,048 +2,015%
FHA
388
First Horizon Advisors
Tennessee
$62K
CWP
389
Concord Wealth Partners
Virginia
$62K +$53.7K +947 +712%
HNWAG
390
High Net Worth Advisory Group
Florida
$60K +$58.8K +1,036 New
LFA
391
Level Financial Advisors
New York
$58K +$56.7K +1,000 New
Lazard Asset Management
392
Lazard Asset Management
New York
$55K -$40K -705 -42%
FAG
393
Fortitude Advisory Group
Washington
$55K +$54.2K +955 New
BAM
394
Barrett Asset Management
New York
$52K +$170 +3 +0.3%
CT
395
Caldwell Trust
Florida
$52K
DAM
396
Delta Asset Management
Tennessee
$50K
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.2K
FF
398
FourThought Financial
Florida
$48K
RI
399
Rinkey Investments
California
$48K +$45.4K +800 New
FPWM
400
FSB Premier Wealth Management
Iowa
$46K +$45.4K +800 New