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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
426
Capital Advisors Ltd
Ohio
$80K – – –
Lazard Asset Management
427
Lazard Asset Management
New York
$80K +$17.5K +285 +30%
AA
428
Addison Advisors
Vermont
$78K – – –
JFA
429
JNBA Financial Advisors
Minnesota
$78K – – –
CWP
430
Concord Wealth Partners
Virginia
$78K +$7.6K +124 +11%
GI
431
Gradient Investments
Minnesota
$72K – – –
T
432
TOBAM
France
$72K +$67.7K +1,104 New
SOW
433
State of Wyoming
Wyoming
$68K -$36.8K -601 -37%
HNWAG
434
High Net Worth Advisory Group
Florida
$67K – – –
FAG
435
Fortitude Advisory Group
Washington
$66K +$3.8K +62 +6%
LFA
436
Level Financial Advisors
New York
$65K – – –
FCA
437
FinTrust Capital Advisors
South Carolina
$61K -$154K -2,514 -73%
CT
438
Caldwell Trust
Florida
$58.3K – – –
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$57K +$12K +196 +29%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K – – –
FF
441
FourThought Financial
Florida
$54K – – –
FHA
442
First Horizon Advisors
Tennessee
$53K -$16.2K -264 -24%
CYG
443
Clean Yield Group
Vermont
$49K – – –
Simplex Trading
444
Simplex Trading
Illinois
$49K +$47K +767 New
APA
445
American Portfolios Advisors
New York
$48.4K +$11.6K +189 +34%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$46K +$28K +456 +181%
CI Investments Inc
447
CI Investments Inc
Ontario, Canada
$44K – – –
GWM
448
Geneos Wealth Management
Colorado
$43K – – –
SPIA
449
Steward Partners Investment Advisory
New York
$42K – – –
CT
450
Cambridge Trust
Massachusetts
$39K – – –