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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
401
Duncker Streett & Co
Missouri
$49K
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$47K +$10.8K +107 +30%
IA
403
IFP Advisors
Florida
$47K +$16.7K +165 +57%
KJWM
404
Kiley Juergens Wealth Management
Washington
$46K +$45.2K +447 New
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$45K +$2.02K +20 +5%
MA
406
MUFG Americas
New York
$43K
MIFH
407
Migdal Insurance & Financial Holdings
Israel
$43K +$40.8K +403 +3,100%
TCOV
408
Trust Company of Vermont
Vermont
$42K +$2.43K +24 +6%
MFBTD
409
MB Financial Bank - Trust Department
Illinois
$41K
GLI
410
Guardian Life Insurance
New York
$41K +$6.88K +68 +21%
SLF
411
Sun Life Financial
Ontario, Canada
$40K +$32.7K +323 +505%
SPIA
412
Steward Partners Investment Advisory
New York
$38K
EA
413
Edge Advisors
Georgia
$36K
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K
TF
415
Tompkins Financial
New York
$35K
GAM
416
Gemmer Asset Management
California
$34K
RE
417
RBC Europe
United Kingdom
$33.6K
AF
418
Advisornet Financial
Minnesota
$33K
KA
419
Kaizen Advisory
Illinois
$33K +$19.1K +189 +143%
SIM
420
Sonora Investment Management
Arizona
$31K
HIIFS
421
Harel Insurance Investments & Financial Services
Israel
$27K
HFM
422
Harvest Fund Management
China
$27K +$26.5K +262 New
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$25K
WT
424
Whittier Trust
California
$25K
KL
425
KWMG LLC
Kansas
$24K +$23K +227 New