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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Smartleaf Asset Management
Massachusetts
$81.9K -$2.94K -17 -3%
AF
427
Allworth Financial
California
$73K -$3.63K -21 -5%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$71K +$14.3K +83 +26%
OSNBOA
429
Old Second National Bank of Aurora
Illinois
$67.9K – – –
EPIME
430
Evelyn Partners Investment Management (Europe)
$67.8K – – –
UB
431
UMB Bank
Missouri
$62.9K – – –
PS
432
Principal Securities
Iowa
$62.7K – – –
GIM
433
Gold Investment Management
Alberta, Canada
$58K – – –
BTI
434
Blue Trust Inc
Georgia
$55.3K +$691 +4 +1%
CFS
435
CGC Financial Services
Oregon
$54.4K – – –
GWM
436
Geneos Wealth Management
Colorado
$49.8K +$24.5K +142 +100%
PP
437
Pacifica Partners
Canada
$42.1K – – –
ADL
438
Asset Dedication LLC
California
$41.1K +$691 +4 +2%
SS
439
SBI Securities
Japan
$40.8K +$11.7K +68 +41%
CYG
440
Clean Yield Group
Vermont
$40.1K -$2.24K -13 -5%
CA
441
CoreCap Advisors
Michigan
$38.5K -$27.4K -159 -42%
TCOV
442
Trust Company of Vermont
Vermont
$37K – – –
BSC
443
Brown Shipley & Co
United Kingdom
$33.1K – – –
CFB
444
Cullen/Frost Bankers
Texas
$27.1K +$23.7K +137 +761%
CW
445
Curio Wealth
Maryland
$26.1K -$27.4K -159 -99%
QC
446
Quent Capital
New York
$25.9K – – –
RIL
447
Rothschild Investment LLC
Illinois
$25.9K – – –
TFIPS
448
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.2K – – –
RF
449
Roxbury Financial
New Jersey
$20.6K – – –
BCV
450
Banque Cantonale Vaudoise
Switzerland
$18K +$18K +104 New
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