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Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$109K – – –
WSC
402
Wellington Shields & Co
New York
$95K +$101K +1,600 New
DMBA
403
Deseret Mutual Benefit Administrators
Utah
$93K – – –
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$93K +$54.3K +863 +122%
PGAM
405
Princeton Global Asset Management
New Jersey
$89K – – –
TWC
406
TD Waterhouse Canada
Ontario, Canada
$88.8K – – –
SIM
407
Sentry Investment Management
Wisconsin
$82K +$8.37K +133 +11%
CB
408
Community Bank
New York
$77K – – –
CAL
409
Capital Advisors Ltd
Ohio
$74K +$944 +15 +1%
AA
410
Addison Advisors
Vermont
$71K – – –
JFA
411
JNBA Financial Advisors
Minnesota
$71K – – –
TCOV
412
Trust Company of Vermont
Vermont
$67K +$70.7K +1,124 New
GI
413
Gradient Investments
Minnesota
$66K +$63 +1 +0.1%
T
414
TOBAM
France
$65K – – –
CWP
415
Concord Wealth Partners
Virginia
$64K -$7.49K -119 -10%
HNWAG
416
High Net Worth Advisory Group
Florida
$61K – – –
Federated Hermes
417
Federated Hermes
Pennsylvania
$60K -$174K -2,766 -73%
SOW
418
State of Wyoming
Wyoming
$59K -$3.27K -52 -5%
LFA
419
Level Financial Advisors
New York
$59K – – –
Lazard Asset Management
420
Lazard Asset Management
New York
$54K -$20.2K -321 -26%
FCA
421
FinTrust Capital Advisors
South Carolina
$54K – – –
CT
422
Caldwell Trust
Florida
$53.3K – – –
FF
423
FourThought Financial
Florida
$49K – – –
CYG
424
Clean Yield Group
Vermont
$45K – – –
APA
425
American Portfolios Advisors
New York
$43.3K -$1.01K -16 -2%