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Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Addison Advisors
Vermont
$181K -$5.08K -42 -3%
T
802
TOBAM
France
$179K -$4.35K -36 -3%
FFA
803
Farther Finance Advisors
California
$174K +$28.5K +236 +21%
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
$163K -$121 -1 -0.1%
SIM
805
Sentry Investment Management
Wisconsin
$162K
AIM
806
Anchor Investment Management
South Carolina
$161K +$725 +6 +0.5%
CA
807
Clearstead Advisors
Ohio
$156K -$47.7K -395 -26%
CA
808
Crewe Advisors
Utah
$155K +$145K +1,200 New
LSA
809
Leonteq Securities AG
Switzerland
$149K -$11K -91 -7%
AF
810
Advisornet Financial
Minnesota
$147K +$9.3K +77 +7%
FDCP
811
Foster Dykema Cabot & Partners
Massachusetts
$144K +$13.3K +110 +11%
ST
812
Smithfield Trust
Pennsylvania
$142K
TFM
813
TFC Financial Management
Massachusetts
$138K +$121 +1 +0.1%
USB
814
Union Savings Bank
Connecticut
$132K -$221K -1,831 -64%
TCM
815
Tradewinds Capital Management
Washington
$129K +$121K +1,000 New
MG
816
Mather Group
Illinois
$128K +$135K +1,120 New
Jones Financial Companies
817
Jones Financial Companies
Missouri
$127K +$118K +979 New
FWM
818
FSA Wealth Management
Massachusetts
$125K +$121 +1 +0.1%
PWA
819
Provenance Wealth Advisors
Florida
$116K
SSB
820
Sandy Spring Bank
Maryland
$116K
LS
821
Livforsakringsbolaget Skandia
Sweden
$112K
BBHC
822
Brown Brothers Harriman & Co
New York
$112K
PD
823
Point72 (DIFC)
United Arab Emirates
$109K +$102K +842 New
AA
824
Alta Advisers
United Kingdom
$103K
SN
825
Sittner & Nelson
Oregon
$103K