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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
401
Deseret Mutual Benefit Administrators
Utah
$93K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$93K +$54.3K +863 +122%
PI
403
PEAK6 Investments
Illinois
$93K +$98.9K +1,572 New
PGAM
404
Princeton Global Asset Management
New Jersey
$89K
TWC
405
TD Waterhouse Canada
Ontario, Canada
$88.8K
SIM
406
Sentry Investment Management
Wisconsin
$82K +$8.37K +133 +11%
CB
407
Community Bank
New York
$77K
CAL
408
Capital Advisors Ltd
Ohio
$74K +$944 +15 +1%
AA
409
Addison Advisors
Vermont
$71K
JFA
410
JNBA Financial Advisors
Minnesota
$71K
TCOV
411
Trust Company of Vermont
Vermont
$67K +$70.7K +1,124 New
GI
412
Gradient Investments
Minnesota
$66K +$63 +1 +0.1%
T
413
TOBAM
France
$65K
CWP
414
Concord Wealth Partners
Virginia
$64K -$7.49K -119 -10%
HNWAG
415
High Net Worth Advisory Group
Florida
$61K
Federated Hermes
416
Federated Hermes
Pennsylvania
$60K -$174K -2,766 -73%
SOW
417
State of Wyoming
Wyoming
$59K -$3.27K -52 -5%
LFA
418
Level Financial Advisors
New York
$59K
Lazard Asset Management
419
Lazard Asset Management
New York
$54K -$20.2K -321 -26%
FCA
420
FinTrust Capital Advisors
South Carolina
$54K
CT
421
Caldwell Trust
Florida
$53.3K
FF
422
FourThought Financial
Florida
$49K
CYG
423
Clean Yield Group
Vermont
$45K
APA
424
American Portfolios Advisors
New York
$43.3K -$1.01K -16 -2%
GWM
425
Geneos Wealth Management
Colorado
$40K