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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
401
Princeton Global Asset Management
New Jersey
$75K
TWC
402
TD Waterhouse Canada
Ontario, Canada
$65.7K -$11.2K -200 -14%
CB
403
Community Bank
New York
$65K
CAL
404
Capital Advisors Ltd
Ohio
$62K +$224 +4 +0.3%
DMBA
405
Deseret Mutual Benefit Administrators
Utah
$60K -$20.5K -365 -23%
AA
406
Addison Advisors
Vermont
$60K
JFA
407
JNBA Financial Advisors
Minnesota
$60K
TCOV
408
Trust Company of Vermont
Vermont
$56K -$281 -5 -0.4%
GI
409
Gradient Investments
Minnesota
$56K
ETC
410
Exchange Traded Concepts
Oklahoma
$56K +$63K +1,122 New
T
411
TOBAM
France
$55K
FCA
412
FinTrust Capital Advisors
South Carolina
$52K
HNWAG
413
High Net Worth Advisory Group
Florida
$52K
SIM
414
Sentry Investment Management
Wisconsin
$50K -$21K -374 -27%
Federated Hermes
415
Federated Hermes
Pennsylvania
$50K -$617 -11 -1%
LFA
416
Level Financial Advisors
New York
$50K
WFA
417
Wipfli Financial Advisors
Wisconsin
$49K +$55.5K +989 New
Lazard Asset Management
418
Lazard Asset Management
New York
$45K -$505 -9 -1%
CT
419
Caldwell Trust
Florida
$44.9K
EWA
420
EverSource Wealth Advisors
Alabama
$42K +$23.5K +418 +98%
FF
421
FourThought Financial
Florida
$41K
DFCM
422
Dark Forest Capital Management
Puerto Rico
$39K +$43.5K +775 New
CYG
423
Clean Yield Group
Vermont
$38K
LS
424
Livforsakringsbolaget Skandia
Sweden
$33K -$123K -2,200 -77%
SPIA
425
Steward Partners Investment Advisory
New York
$32K