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Name Holding Trade Value Shares
Change
Change in
Stake
AA
476
Addison Advisors
Vermont
$94.9K
JFA
477
JNBA Financial Advisors
Minnesota
$94.9K
PS
478
Principal Securities
Iowa
$91.5K +$23.5K +299 +35%
Federated Hermes
479
Federated Hermes
Pennsylvania
$88.9K +$43.3K +552 +96%
EWA
480
EverSource Wealth Advisors
Alabama
$88.5K +$628 +8 +0.7%
TCOV
481
Trust Company of Vermont
Vermont
$88.5K
VWM
482
Venturi Wealth Management
Texas
$88.4K +$549 +7 +0.6%
C
483
Covestor
United Kingdom
$85K +$8.31K +106 +11%
SS
484
Sunbelt Securities
Texas
$83.8K
CI Investments Inc
485
CI Investments Inc
Ontario, Canada
$76K -$34.7K -442 -32%
CT
486
Caldwell Trust
Florida
$71.1K
Lazard Asset Management
487
Lazard Asset Management
New York
$71K
FCA
488
FinTrust Capital Advisors
South Carolina
$69.6K
GM
489
GeoWealth Management
Illinois
$63.9K +$63.4K +808 New
WTA
490
Washington Trust Advisors
Massachusetts
$63.2K
SIM
491
Sentry Investment Management
Wisconsin
$62K
DAM
492
Delta Asset Management
Tennessee
$61.7K
CP
493
Castleview Partners
Texas
$60.5K -$15.4K -196 -20%
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$60.3K +$50.5K +644 New
WSFS
495
Wilmington Savings Fund Society
Delaware
$49.3K +$48.9K +624 New
BIA
496
Bell Investment Advisors
California
$48.1K
KB
497
Kimelman & Baird
New York
$47.5K
EBA
498
Eagle Bay Advisors
New York
$47.4K
EB
499
Eastern Bank
Massachusetts
$47.4K +$47.1K +600 New
CH
500
Cromwell Holdings
Wyoming
$41.7K