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Name Holding Trade Value Shares
Change
Change in
Stake
C
401
Covestor
United Kingdom
$71K -$12.8K -222 -16%
TCOV
402
Trust Company of Vermont
Vermont
$66.4K
EWA
403
EverSource Wealth Advisors
Alabama
$64K +$232 +4 +0.4%
SS
404
Sunbelt Securities
Texas
$63K -$637 -11 -1%
FCA
405
FinTrust Capital Advisors
South Carolina
$60.7K
LFA
406
Level Financial Advisors
New York
$59.4K
CT
407
Caldwell Trust
Florida
$53.4K
Lazard Asset Management
408
Lazard Asset Management
New York
$53K -$868 -15 -2%
DAM
409
Delta Asset Management
Tennessee
$46.4K
DMBA
410
Deseret Mutual Benefit Administrators
Utah
$39.3K
LS
411
Livforsakringsbolaget Skandia
Sweden
$39.1K
Federated Hermes
412
Federated Hermes
Pennsylvania
$38.8K -$3.59K -62 -9%
SPIA
413
Steward Partners Investment Advisory
New York
$38.2K
GI
414
Gradient Investments
Minnesota
$36.6K +$58 +1 +0.2%
CT
415
Cambridge Trust
Massachusetts
$35.6K
BIA
416
Bell Investment Advisors
California
$33.4K +$2.6K +45 +9%
CYG
417
Clean Yield Group
Vermont
$30.5K -$2.89K -50 -9%
EBA
418
Eagle Bay Advisors
New York
$29.7K -$637 -11 -2%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$29K
TIM
420
Tortoise Investment Management
New York
$28.3K
LC
421
Lindbrook Capital
California
$26.1K -$3.59K -62 -12%
TPCW
422
TD Private Client Wealth
New York
$25.8K -$695 -12 -3%
FHA
423
First Horizon Advisors
Tennessee
$25.8K +$1.1K +19 +5%
AIM
424
Achmea Investment Management
Netherlands
$25K
VSQM
425
V-Square Quantitative Management
Illinois
$24.8K +$24.1K +417 New