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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
476
Loomis, Sayles & Company
Massachusetts
$167K
JEST
477
JTC Employer Solutions Trustee
Jersey
$150K
SIM
478
Sentry Investment Management
Wisconsin
$143K
DCM
479
Dupont Capital Management
Delaware
$140K +$126K +1,166 New
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
GWM
481
Geneos Wealth Management
Colorado
$121K
JIR
482
James Investment Research
Ohio
$121K +$54.5K +506 +100%
TFS
483
TrustCore Financial Services
Tennessee
$120K
S
484
SignatureFD
Georgia
$116K +$37.1K +344 +55%
IA
485
IFP Advisors
Florida
$111K -$431 -4 -0.4%
BAM
486
Belpointe Asset Management
Nevada
$108K -$114K -1,054 -54%
TFGT
487
TS Financial Group (TSFG)
Illinois
$108K
EDRH
488
Edmond de Rothschild Holding
Switzerland
$103K +$92.8K +861 New
QCG
489
Quadrant Capital Group
Ohio
$99K +$36.4K +338 +70%
PWMG
490
Prestige Wealth Management Group
New Jersey
$93K -$1.94K -18 -2%
WTC
491
WhitTier Trust Company
Nevada
$90K
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$88K +$79.1K +734 New
TWC
493
TD Waterhouse Canada
Ontario, Canada
$83.6K +$65.8K +611 New
PCM
494
Penserra Capital Management
California
$78K +$14.9K +138 +26%
ETC
495
Exchange Traded Concepts
Oklahoma
$75K +$44.3K +411 +194%
CWC
496
Carolinas Wealth Consulting
North Carolina
$73K +$862 +8 +1%
IAIM
497
Industrial Alliance Investment Management
Quebec, Canada
$73K +$66.2K +614 New
HI
498
Harbour Investments
Wisconsin
$71K -$240K -2,229 -79%
MIFH
499
Migdal Insurance & Financial Holdings
Israel
$69K -$39.4K -366 -39%
Rockefeller Capital Management
500
Rockefeller Capital Management
New York
$68K +$18.9K +175 +44%