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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
526
Financial Architects (New Jersey)
New Jersey
$47K -$454 -3 -1%
SPIA
527
Steward Partners Investment Advisory
New York
$46K +$3.03K +20 +8%
CB
528
Community Bank
New York
$44K – – –
WB
529
Webster Bank
Connecticut
$44K – – –
ARMT
530
Amica Retiree Medical Trust
Rhode Island
$41K – – –
OSNBOA
531
Old Second National Bank of Aurora
Illinois
$37K – – –
SIAS
532
Shine Investment Advisory Services
Colorado
$37K – – –
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
OWA
534
One Wealth Advisors
California
$36K – – –
PCG
535
Private Capital Group
Connecticut
$35K +$2.57K +17 +8%
AIS
536
Accurate Investment Solutions
Pennsylvania
$34K +$151 +1 +0.5%
AWA
537
Acorn Wealth Advisors
Michigan
$32K – – –
OIA
538
Optimum Investment Advisors
Illinois
$32K – – –
TF
539
Tompkins Financial
New York
$31K – – –
BDWM
540
Brewin Dolphin Wealth Management
Ireland
$27.8K +$26.2K +173 New
Loomis, Sayles & Company
541
Loomis, Sayles & Company
Massachusetts
$27K -$757 -5 -3%
FHA
542
First Horizon Advisors
Tennessee
$27K – – –
PMFA
543
Plante Moran Financial Advisors
Michigan
$27K – – –
PA
544
Parallel Advisors
California
$26K +$4.09K +27 +19%
EWM
545
Edge Wealth Management
New York
$26K +$24.2K +160 New
FRA
546
Front Row Advisors
California
$25K – – –
GLI
547
Guardian Life Insurance
New York
$25K +$3.78K +25 +19%
SLF
548
Sun Life Financial
Ontario, Canada
$25K +$17.6K +116 +305%
GRP
549
Global Retirement Partners
California
$24K – – –
TAM
550
Trust Asset Management
Texas
$23K +$21.9K +145 New