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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$87K +$10.8K +246 +14%
SIAS
202
Shine Investment Advisory Services
Colorado
$49K +$44 +1 +0.1%
EW
203
Evoke Wealth
California
$43K
SWA
204
Sutton Wealth Advisors
Florida
$42.6K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$41K +$11.4K +260 +39%
BG
206
Bollard Group
Massachusetts
$40K
GWM
207
Geneos Wealth Management
Colorado
$39K -$32.8K -747 -45%
VCM
208
Versant Capital Management
Arizona
$38K +$703 +16 +2%
CCM
209
Covington Capital Management
California
$29K
FPFS
210
First Personal Financial Services
North Carolina
$29K
First Manhattan
211
First Manhattan
New York
$28K
JCM
212
Jacobi Capital Management
Pennsylvania
$26K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$25K +$1.01K +23 +4%
IA
214
IFP Advisors
Florida
$20K -$11K -250 -36%
LF
215
Lee Financial
Texas
$15K
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HR
217
Howe & Rusling
New York
$15K +$3.91K +89 +35%
AWM
218
Avior Wealth Management
Nebraska
$13K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K
S
220
SignatureFD
Georgia
$12K +$967 +22 +9%
CFB
221
Cullen/Frost Bankers
Texas
$11K
ST
222
Smithfield Trust
Pennsylvania
$11K +$3.96K +90 +54%
GAM
223
Gemmer Asset Management
California
$10K
PCG
224
Private Capital Group
Connecticut
$10K +$571 +13 +6%
PFS
225
Prospera Financial Services
Texas
$10K +$9.58K +218 New