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Name Holding Trade Value Shares
Change
Change in
Stake
CP
401
Castleview Partners
Texas
$80K +$78.9K +1,406 +703%
PGAM
402
Princeton Global Asset Management
New Jersey
$75K – – –
TWC
403
TD Waterhouse Canada
Ontario, Canada
$65.7K -$11.2K -200 -14%
CB
404
Community Bank
New York
$65K – – –
CAL
405
Capital Advisors Ltd
Ohio
$62K +$224 +4 +0.3%
DMBA
406
Deseret Mutual Benefit Administrators
Utah
$60K -$20.5K -365 -23%
AA
407
Addison Advisors
Vermont
$60K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$60K – – –
TCOV
409
Trust Company of Vermont
Vermont
$56K -$281 -5 -0.4%
GI
410
Gradient Investments
Minnesota
$56K – – –
ETC
411
Exchange Traded Concepts
Oklahoma
$56K +$63K +1,122 New
T
412
TOBAM
France
$55K – – –
FCA
413
FinTrust Capital Advisors
South Carolina
$52K – – –
HNWAG
414
High Net Worth Advisory Group
Florida
$52K – – –
SIM
415
Sentry Investment Management
Wisconsin
$50K -$21K -374 -27%
Federated Hermes
416
Federated Hermes
Pennsylvania
$50K -$617 -11 -1%
LFA
417
Level Financial Advisors
New York
$50K – – –
WFA
418
Wipfli Financial Advisors
Wisconsin
$49K +$55.5K +989 New
Lazard Asset Management
419
Lazard Asset Management
New York
$45K -$505 -9 -1%
CT
420
Caldwell Trust
Florida
$44.9K – – –
EWA
421
EverSource Wealth Advisors
Alabama
$42K +$23.5K +418 +98%
FF
422
FourThought Financial
Florida
$41K – – –
DFCM
423
Dark Forest Capital Management
Puerto Rico
$39K +$43.5K +775 New
CYG
424
Clean Yield Group
Vermont
$38K – – –
LS
425
Livforsakringsbolaget Skandia
Sweden
$33K -$123K -2,200 -77%