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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
401
Global Retirement Partners
California
$32K +$2.39K +10 +7%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.2K – – –
QC
403
Quent Capital
New York
$31K – – –
DGAM
404
Desjardins Global Asset Management
Quebec, Canada
$27K – – –
CSB
405
City State Bank
Iowa
$26K -$7.17K -30 -19%
SC
406
Stephens Consulting
Michigan
$25.2K – – –
C
407
Covestor
United Kingdom
$25K -$5.5K -23 -16%
VWM
408
Valley Wealth Managers
New Jersey
$25K – – –
PFBT
409
Parkside Financial Bank & Trust
Missouri
$24K +$3.11K +13 +13%
HNB
410
Huntington National Bank
Ohio
$21K -$8.61K -36 -25%
LC
411
Lindbrook Capital
California
$21K +$17.9K +75 +250%
LS
412
Livforsakringsbolaget Skandia
Sweden
$20K -$47.8K -200 -67%
IAMOG
413
Investors Asset Management of Georgia
Georgia
$20K – – –
CWC
414
Carolinas Wealth Consulting
North Carolina
$19K – – –
BTI
415
Blue Trust Inc
Georgia
$16K -$8.13K -34 -35%
EWA
416
EverSource Wealth Advisors
Alabama
$16K +$9.56K +40 +108%
FAM
417
Fred Alger Management
New York
$15K – – –
LCM
418
Logan Capital Management
Pennsylvania
$15K – – –
FHA
419
First Horizon Advisors
Tennessee
$15K +$3.35K +14 +21%
UB
420
UMB Bank
Missouri
$14K +$6.7K +28 +68%
AIM
421
Achmea Investment Management
Netherlands
$13K – – –
DFCM
422
Dark Forest Capital Management
Puerto Rico
$12K +$14.3K +60 New
KA
423
Kozak & Associates
Colorado
$11K – – –
CA
424
Crewe Advisors
Utah
$11K +$957 +4 +8%
TPCW
425
TD Private Client Wealth
New York
$10.7K +$9.56K +40 +308%
15 16
17
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