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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$27K
QCG
202
Quadrant Capital Group
Ohio
$20K +$140 +3 +0.7%
ST
203
Sageworth Trust
Pennsylvania
$18K +$18.2K +390 New
WT
204
Whittier Trust
California
$16K
GWM
205
Geneos Wealth Management
Colorado
$14K -$11.7K -251 -44%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$12K +$10.8K +231 +420%
GAM
207
Gemmer Asset Management
California
$10K
MAM
208
McCarthy Asset Management
California
$10K
S
209
SignatureFD
Georgia
$10K +$5.85K +125 +117%
RCC
210
Red Cedar Capital
Nebraska
$9K
TCM
211
TD Capital Management
Tennessee
$9K
TWA
212
TCI Wealth Advisors
Arizona
$9K +$1.45K +31 +19%
SPIA
213
Steward Partners Investment Advisory
New York
$8K -$38.2K -816 -81%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$8K
SBL
215
Sargent Bickham Lagudis
Colorado
$7K
VRM
216
Vectors Research Management
New York
$7K
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
ACM
218
Anfield Capital Management
California
$5K +$4.68K +100 New
RCA
219
Ranch Capital Advisors
Florida
$4K -$4.96K -106 Closed
PG
220
Proffitt & Goodson
Tennessee
$4K -$234 -5 -5%
CFB
221
Cullen/Frost Bankers
Texas
$4K
IFAM
222
Institutional & Family Asset Management
Colorado
$4K
HNB
223
Huntington National Bank
Ohio
$4K +$1.73K +37 +106%
CP
224
Castleview Partners
Texas
$4K +$3.98K +85 New
BFG
225
Baron Financial Group
New Jersey
$3.03K