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Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Addison Advisors
Vermont
$69.6K -$119 -2 -0.2%
JFA
402
JNBA Financial Advisors
Minnesota
$69.6K – – –
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$69K +$1.84K +31 +3%
TCOV
404
Trust Company of Vermont
Vermont
$64.9K – – –
EWA
405
EverSource Wealth Advisors
Alabama
$62.3K – – –
SS
406
Sunbelt Securities
Texas
$61.4K +$63.5K +1,072 New
FCA
407
FinTrust Capital Advisors
South Carolina
$60.7K – – –
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$59K +$60.4K +1,019 New
LFA
409
Level Financial Advisors
New York
$58K – – –
BAMF
410
BI Asset Management Fondsmaeglerselskab
Denmark
$55K +$33.8K +570 +154%
Lazard Asset Management
411
Lazard Asset Management
New York
$53K -$711 -12 -1%
CT
412
Caldwell Trust
Florida
$52.2K – – –
BTI
413
Blue Trust Inc
Georgia
$50K +$711 +12 +1%
DAM
414
Delta Asset Management
Tennessee
$45.3K – – –
Federated Hermes
415
Federated Hermes
Pennsylvania
$41.5K -$4.27K -72 -9%
AS
416
Altshuler Shaham
Israel
$40.9K -$7.41K -125 -15%
DMBA
417
Deseret Mutual Benefit Administrators
Utah
$38.4K – – –
LS
418
Livforsakringsbolaget Skandia
Sweden
$38.2K – – –
MAM
419
Meeder Asset Management
Ohio
$37.4K -$255K -4,295 -87%
SPIA
420
Steward Partners Investment Advisory
New York
$37.3K – – –
MCM
421
MV Capital Management
Maryland
$37.2K +$36.9K +623 +3,461%
GI
422
Gradient Investments
Minnesota
$35.7K – – –
AAS
423
Ameritas Advisory Services
Nebraska
$34.9K +$35.7K +602 New
CT
424
Cambridge Trust
Massachusetts
$34.8K – – –
CYG
425
Clean Yield Group
Vermont
$32.7K – – –