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Name Holding Trade Value Shares
Change
Change in
Stake
WT
926
Whittier Trust
California
$147K – – –
PFA
927
Pathway Financial Advisers
Indiana
$141K +$432 +3 +0.2%
AAG
928
Armstrong Advisory Group
Massachusetts
$139K – – –
USB
929
Union Savings Bank
Connecticut
$136K – – –
BSB
930
Bangor Savings Bank
Maine
$135K -$719 -5 -0.4%
CI Investments Inc
931
CI Investments Inc
Ontario, Canada
$134K +$26.3K +183 +19%
CB
932
CNB Bank
Pennsylvania
$130K -$23.7K -165 -13%
EWA
933
EverSource Wealth Advisors
Alabama
$128K +$53.2K +370 +51%
DJSG
934
D.J. St. Germain
Massachusetts
$122K – – –
ADL
935
Asset Dedication LLC
California
$122K -$918K -6,384 -86%
HCA
936
Heck Capital Advisors
Wisconsin
$121K +$149K +1,034 New
TPCW
937
TD Private Client Wealth
New York
$118K -$6.33K -44 -4%
C
938
Covestor
United Kingdom
$118K -$288 -2 -0.2%
PP
939
Pacifica Partners
Canada
$109K +$7.19K +50 +6%
SIM
940
Sentry Investment Management
Wisconsin
$109K -$21.7K -151 -14%
PAI
941
Pittenger & Anderson Inc
Nebraska
$108K – – –
LC
942
Lindbrook Capital
California
$107K -$25.3K -176 -16%
BTI
943
Blue Trust Inc
Georgia
$102K -$334K -2,322 -73%
OWP
944
ORG Wealth Partners
Texas
$99.6K -$36.7K -255 -23%
PMFA
945
Plante Moran Financial Advisors
Michigan
$96.2K – – –
CFFP
946
Center for Financial Planning
Michigan
$95.9K – – –
FWA
947
Flagship Wealth Advisors
Massachusetts
$94K +$116K +805 New
RI
948
Ridgewood Investments
New Jersey
$93.6K – – –
TCM
949
Tradewinds Capital Management
Washington
$93.4K – – –
AF
950
Advisornet Financial
Minnesota
$88.5K +$35K +243 +47%