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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
551
Harbor Investment Advisory
Maryland
$148K – – –
FF
552
FourThought Financial
Florida
$143K -$13.7K -29 -8%
HPC
553
HM Payson & Co
Maine
$141K – – –
SPIA
554
Steward Partners Investment Advisory
New York
$139K -$21.3K -45 -12%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K -$13.3K -28 -8%
DCM
556
Dupont Capital Management
Delaware
$125K -$82.4K -174 -37%
RWA
557
RGT Wealth Advisors
Texas
$124K +$142K +299 New
TFO
558
Tarbox Family Office
California
$120K – – –
GA
559
GraniteShares Advisors
New York
$120K +$137K +290 New
HA
560
Homestead Advisers
Virginia
$115K +$29.8K +63 +29%
MIFH
561
Migdal Insurance & Financial Holdings
Israel
$111K -$344K -726 -73%
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
$110K +$125K +265 New
MSFP
563
Mark Sheptoff Financial Planning
Connecticut
$104K – – –
WR
564
WD Rutherford
Oregon
$102K – – –
ME
565
McIlrath & Eck
Washington
$96K – – –
PCM
566
Penserra Capital Management
California
$94K +$22.3K +47 +26%
NFSG
567
Newbridge Financial Services Group
Florida
$92K +$66.3K +140 +173%
AssetMark Inc
568
AssetMark Inc
California
$88K – – –
SWM
569
Selective Wealth Management
Virginia
$87K – – –
CFA
570
Carroll Financial Associates
North Carolina
$86K – – –
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$86K +$98K +207 New
IA
572
IFP Advisors
Florida
$81K +$13.7K +29 +17%
CA
573
Cornerstone Advisory
Maryland
$80K +$90.9K +192 New
CAL
574
Capital Analysts LLC
Pennsylvania
$78K – – –
NIMI
575
Natixis Investment Managers International
France
$75K +$86.2K +182 New