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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
CSat Investment Advisory
Michigan
$12K +$12.4K +79 New
Rockefeller Capital Management
502
Rockefeller Capital Management
New York
$11K +$11.6K +74 New
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.89K +12 +22%
FHA
504
Flagship Harbor Advisors
Massachusetts
$10K +$10.9K +69 New
Canada Pension Plan Investment Board
505
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$15.4M -98,040 -100%
GAM
506
Guinness Asset Management
United Kingdom
$9K
RFC
507
Regions Financial Corp
Alabama
$9K +$787 +5 +9%
TCOV
508
Trust Company of Vermont
Vermont
$9K +$4.72K +30 +100%
CBT
509
Capital Bank & Trust
California
$9K +$5.2K +33 +127%
WEC
510
Winslow Evans & Crocker
Massachusetts
$8K
IP
511
Intellectus Partners
California
$7K
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$6.29K +$2.2K +14 +50%
DBT
513
Dubuque Bank & Trust
Iowa
$6K
HR
514
Howe & Rusling
New York
$6K
TL
515
TrueWealth LLC
Georgia
$6K
EARNEST Partners
516
EARNEST Partners
Georgia
$5K
FHA
517
First Horizon Advisors
Tennessee
$5K
PA
518
Parallel Advisors
California
$5K +$4.41K +28 +350%
CFC
519
Coyle Financial Counsel
Illinois
$5K +$5.51K +35 New
PFSC
520
Peoples Financial Services Corp
Pennsylvania
$4K
RFA
521
Reilly Financial Advisors
California
$4K
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$4K +$4.09K +26 New
RA
523
Rational Advisors
New York
$4K +$4.57K +29 New
CCM
524
Cribstone Capital Management
Maine
$3K
RWP
525
RWA Wealth Partners
Massachusetts
$3K