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Name Holding Trade Value Shares
Change
Change in
Stake
AC
851
Allstate Corporation
Illinois
$313K
AA
852
Addison Advisors
Vermont
$312K +$5.4K +14 +2%
GWM
853
GSB Wealth Management
Connecticut
$312K
Loomis, Sayles & Company
854
Loomis, Sayles & Company
Massachusetts
$312K +$15.4K +40 +5%
FTIS
855
First Trust Investment Solutions
Florida
$311K +$305K +791 New
GA
856
Gateway Advisory
New Jersey
$310K +$64K +166 +27%
FAM
857
Fenimore Asset Management
New York
$309K
AIM
858
Aigen Investment Management
New York
$306K +$77.9K +202 +35%
HT
859
Heritage Trust
Oklahoma
$305K -$4.63K -12 -2%
LFM
860
LGT Fund Management
Liechtenstein
$303K
BWP
861
Balboa Wealth Partners
Arizona
$302K -$69.4K -180 -19%
FLPIM
862
F.L. Putnam Investment Management
Massachusetts
$301K -$1.93K -5 -0.6%
HIM
863
Hanlon Investment Management
New Jersey
$300K +$294K +763 New
SP
864
Stablepoint Partners
Massachusetts
$300K
CI
865
Conning Inc
Connecticut
$297K
FFA
866
Farther Finance Advisors
California
$296K +$32.8K +85 +13%
TAM
867
Tocqueville Asset Management
New York
$293K
VAF
868
Values Added Financial
District of Columbia
$292K +$771 +2 +0.3%
PCM
869
Penserra Capital Management
California
$292K -$337K -874 -54%
6F
870
626 Financial
Michigan
$291K
CGPCS
871
Capital Group Private Client Services
California
$287K -$14.4M -37,410 -98%
MFC
872
Morris Financial Concepts
South Carolina
$287K
SMWM
873
Silvia McColl Wealth Management
California
$285K
MAM
874
McLean Asset Management
Virginia
$284K +$1.16K +3 +0.4%
CA
875
Carson Advisory
Georgia
$283K