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Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
SRH Advisors
Kansas
$191K
PA
702
Parallel Advisors
California
$181K +$13.7K +197 +9%
SLF
703
Sun Life Financial
Ontario, Canada
$178K +$167K +2,399 +19,992%
CS
704
Credential Securities
$177K -$1.32K -19 -0.8%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K -$2.3K -33 -1%
PMFA
706
Plante Moran Financial Advisors
Michigan
$176K -$1.04K -15 -0.6%
FMLI
707
Fukoku Mutual Life Insurance
Japan
$170K
CBT
708
Central Bank & Trust
Kentucky
$169K
MMG
709
Monetary Management Group
Missouri
$162K
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$155K -$9.05K -130 -6%
MI
711
Markston International
New York
$155K
BBHC
712
Brown Brothers Harriman & Co
New York
$154K +$13.6K +195 +10%
BAM
713
Bruderman Asset Management
New York
$148K +$140K +2,005 New
TCOV
714
Trust Company of Vermont
Vermont
$146K -$11.1K -160 -7%
WTB
715
Washington Trust Bank
Washington
$146K
MCM
716
Manchester Capital Management
Vermont
$142K
BC
717
Bartlett & Co
Ohio
$139K -$7.31K -105 -5%
SPIA
718
Steward Partners Investment Advisory
New York
$139K +$13.2K +190 +11%
HFM
719
Hartford Financial Management
Connecticut
$135K -$20.9K -300 -14%
VCM
720
Versant Capital Management
Arizona
$129K
VCM
721
Vigilant Capital Management
Maine
$125K
PI
722
PineBridge Investments
New York
$124K -$2.33M -33,487 -95%
WB
723
Webster Bank
Connecticut
$124K -$106K -1,530 -48%
FCMT
724
Founders Capital Management (Texas)
Texas
$121K +$71K +1,020 +165%
CWM
725
Cranbrook Wealth Management
Michigan
$119K +$139 +2 +0.1%