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Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ellevest Inc
New York
$88K -$48K -427 -34%
SIM
402
Sentry Investment Management
Wisconsin
$84K +$88K +783 New
CA
403
Crewe Advisors
Utah
$83K +$55.1K +490 +172%
PA
404
Parallel Advisors
California
$81K -$17.8K -158 -18%
CTC
405
Central Trust Company
Missouri
$71K
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$68K +$13.5K +120 +23%
S
407
SignatureFD
Georgia
$65K -$18.4K -164 -21%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$64K +$22.4K +199 +50%
T
409
TOBAM
France
$64K +$66.8K +594 New
MCC
410
Money Concepts Capital
Florida
$62K +$64.2K +571 New
PCM
411
Penserra Capital Management
California
$56K +$6.29K +56 +12%
HPC
412
HM Payson & Co
Maine
$54K
BBHC
413
Brown Brothers Harriman & Co
New York
$50K +$52.4K +466 New
CJL
414
Cyrus J. Lawrence
New York
$43K +$44.4K +395 New
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$41K +$2.47K +22 +6%
QCG
416
Quadrant Capital Group
Ohio
$37K +$3.6K +32 +10%
FF
417
FourThought Financial
Florida
$35K +$1.12K +10 +3%
GAM
418
Gemmer Asset Management
California
$33K
HNB
419
Huntington National Bank
Ohio
$33K +$6.52K +58 +23%
LSA
420
Leonteq Securities AG
Switzerland
$32.6K +$337 +3 +1%
TFA
421
Toth Financial Advisory
Virginia
$32K
SI
422
Stephens Inc
Arkansas
$31K -$4.5K -40 -12%
SWM
423
Spire Wealth Management
Virginia
$27K
NIM
424
NuWave Investment Management
New Jersey
$26K +$26.8K +238 New
CLOS
425
Compagnie Lombard Odier SCmA
Switzerland
$25K -$112K -1,000 -81%