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Name Holding Trade Value Shares
Change
Change in
Stake
GI
401
Gradient Investments
Minnesota
$34K +$32.7K +600 New
SLF
402
Sun Life Financial
Ontario, Canada
$33K -$74.7K -1,371 -70%
CTC
403
Central Trust Company
Missouri
$28K -$12.3K -225 -31%
LNB
404
Ledyard National Bank
$28K – – –
RWA
405
Ropes Wealth Advisors
Massachusetts
$28K – – –
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$28K +$10.9K +200 +68%
ARMC
407
American Research & Management Company
Massachusetts
$23K – – –
CHP
408
Cable Hill Partners
Oregon
$23K – – –
FIB
409
First Interstate Bank
Montana
$23K – – –
TCOV
410
Trust Company of Vermont
Vermont
$23K – – –
SIM
411
Sonora Investment Management
Arizona
$22.6K +$21.8K +400 New
HFM
412
Hartford Financial Management
Connecticut
$22K – – –
PA
413
Parallel Advisors
California
$22K – – –
KJWM
414
Kiley Juergens Wealth Management
Washington
$20K +$19.4K +357 New
FMP
415
Financial Management Professionals
Texas
$19K – – –
VFA
416
Valeo Financial Advisors
Indiana
$18K +$109 +2 +0.6%
GT
417
Greenleaf Trust
Michigan
$17K – – –
FGC
418
Financial Gravity Companies
Texas
$17K +$15.7K +289 New
IWM
419
IHT Wealth Management
Illinois
$15K +$13.1K +240 +2,000%
TFO
420
Tarbox Family Office
California
$14K – – –
SFSIG
421
San Francisco Sentry Investment Group
California
$14K +$327 +6 +3%
KA
422
Kaizen Advisory
Illinois
$14K +$13.3K +245 New
TG
423
TLP Group
Illinois
$13K +$12.9K +236 New
GAM
424
Gemmer Asset Management
California
$12K – – –
GBT
425
Grove Bank & Trust
Florida
$12K – – –