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Name Holding Trade Value Shares
Change
Change in
Stake
DC
351
Davenport & Co
Virginia
$207K +$201K +3,703 New
SAM
352
Shell Asset Management
Netherlands
$203K -$59.4K -1,095 -23%
HDIM
353
Hanson & Doremus Investment Management
Vermont
$189K +$5.15K +95 +3%
RFS
354
Richardson Financial Services
Massachusetts
$177K +$172K +3,165 New
CT
355
Caldwell Trust
Florida
$169K -$14K -258 -8%
GI
356
GAMMA Investing
California
$133K +$127K +2,338 New
AF
357
Allworth Financial
California
$120K -$5.91K -109 -5%
C
358
Covestor
United Kingdom
$115K -$69.6K -1,284 -38%
SWM
359
Spire Wealth Management
Virginia
$115K
KBC Group
360
KBC Group
Belgium
$114K +$28.6K +528 +35%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$110K +$94.2K +1,736 +752%
TPCW
362
TD Private Client Wealth
New York
$91.7K +$39.2K +722 +79%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$90K +$13K +240 +18%
CTA
364
Colonial Trust Advisors
South Carolina
$89.5K
GWMI
365
Guardian Wealth Management (Illinois)
Illinois
$83.2K -$20.8K -384 -21%
ETC
366
Exchange Traded Concepts
Oklahoma
$80.5K +$78.1K +1,440 New
NF
367
Norwood Financial
Pennsylvania
$75.4K
CTC
368
Central Trust Company
Missouri
$74.1K
PS
369
Principal Securities
Iowa
$71K +$68.9K +1,271 New
SC
370
SouthState Corp
Florida
$69K -$29K -535 -30%
CTB
371
Country Trust Bank
Illinois
$67.7K
BWP
372
Baldwin Wealth Partners
Massachusetts
$67K
GWSG
373
GPS Wealth Strategies Group
Colorado
$65K +$63.1K +1,163 New
GRP
374
Global Retirement Partners
California
$63.4K +$217 +4 +0.4%
First Manhattan
375
First Manhattan
New York
$58.7K