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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
351
High Note Wealth
Minnesota
$202K -$114K -2,466 -33%
SWM
352
Shakespeare Wealth Management
Wisconsin
$202K
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$201K +$464 +10 +0.2%
BCV
354
Banque Cantonale Vaudoise
Switzerland
$198K +$1.95K +42 +0.9%
MAM
355
Meeder Asset Management
Ohio
$190K -$2.5K -54 -1%
PK
356
Pflug Koory
Nebraska
$186K -$4.45K -96 -2%
ABLA
357
Alan B. Lancz & Associates
Ohio
$176K
NICM
358
Neo Ivy Capital Management
New York
$153K +$52.8K +1,138 +43%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$146K +$42.9K +924 +35%
Lazard Asset Management
360
Lazard Asset Management
New York
$116K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$113K -$13.9K -300 -10%
BONH
362
Bank of New Hampshire
New Hampshire
$103K +$46 +1 +0%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.4K
IUHSA
364
Itau Unibanco Holding S.A.
Brazil
$90K +$92.6K +1,997 +892%
WI
365
Wahed Invest
New York
$77K +$6.17K +133 +8%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$73K +$83K +1,789 +19,878%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$66K -$8.12K -175 -10%
DCM
368
Dupont Capital Management
Delaware
$64K +$26.4K +570 +57%
AIM
369
Anchor Investment Management
South Carolina
$60.1K -$1.62K -35 -2%
IA
370
IFP Advisors
Florida
$60K +$3.06K +66 +6%
QCG
371
Quadrant Capital Group
Ohio
$57K +$30.3K +654 +88%
C
372
Covestor
United Kingdom
$53K +$60.7K +1,308 New
S
373
SignatureFD
Georgia
$51K -$14.1K -304 -19%
WTC
374
WhitTier Trust Company
Nevada
$48K
PA
375
Parallel Advisors
California
$47K +$9.51K +205 +21%