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Name Holding Trade Value Shares
Change
Change in
Stake
CBU
401
CIBC Bank USA
Illinois
$233K -$29.7K -508 -11%
CI
402
Constellation Investments
Ohio
$231K -$25.7K -440 -10%
ICOA
403
Investment Centers of America
North Dakota
$230K +$250K +4,277 New
AWM
404
Avior Wealth Management
Nebraska
$228K -$12.8K -219 -5%
WTIM
405
Wilmington Trust Investment Management
Delaware
$223K -$31.3K -535 -12%
FAAS
406
First Allied Advisory Services
California
$222K -$83K -1,419 -28%
CWP
407
Capital Wealth Planning
Florida
$220K +$218K +3,719 New
PL
408
Plancorp LLC
Missouri
$219K +$216K +3,700 New
FNBTCON
409
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$214K +3,666 New
Truist Financial
410
Truist Financial
North Carolina
$211K -$62.7K -1,072 -23%
GH
411
GAM Holding
Switzerland
$210K -$33.2K -568 -14%
JEW
412
Jamison Eaton & Wood
New Jersey
$208K -$29.2K -499 -12%
HCMT
413
Highland Capital Management (Texas)
Texas
$208K +$205K +3,506 New
QBFM
414
QS Batterymarch Financial Management
New York
$203K -$41K -700 -17%
BAS
415
Brown Advisory Securities
Maryland
$203K -$22.8K -390 -10%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$197K -$31.1K -531 -14%
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
$197K -$25.9K -442 -12%
Nordea Investment Management
418
Nordea Investment Management
Sweden
$190K -$26.6K -455 -12%
LFG
419
LifePlan Financial Group
Ohio
$187K -$2.81K -48 -2%
MFS
420
MSI Financial Services
Massachusetts
$176K -$20.3K -347 -10%
BBHC
421
Brown Brothers Harriman & Co
New York
$166K -$23.3K -398 -12%
TCM
422
Tradewinds Capital Management
Washington
$164K -$22.9K -392 -12%
VanEck Associates
423
VanEck Associates
New York
$164K -$19.4K -331 -11%
FNBT
424
FineMark National Bank & Trust
Florida
$157K -$11.5K -197 -7%
Cohen & Steers
425
Cohen & Steers
New York
$151K +$9.77K +167 +7%