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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Penserra Capital Management
California
$80K +$82.9K +1,144 New
O
452
Ossiam
France
$74K -$46.4K -640 -38%
ECM
453
Estabrook Capital Management
New York
$70.4K – – –
RG
454
Retirement Group
California
$70K +$72K +994 New
Simplex Trading
455
Simplex Trading
Illinois
$69K +$71.7K +989 New
CFGS
456
Concourse Financial Group Securities
Alabama
$68K -$16K -221 -19%
SFS
457
Sowell Financial Services
Arkansas
$65K -$312K -4,306 -82%
RWA
458
Ropes Wealth Advisors
Massachusetts
$63K -$10.4K -143 -14%
FFC
459
First Financial Corp
Indiana
$55K -$22.9K -316 -29%
AAP
460
Arax Advisory Partners
Colorado
$54K – – –
WT
461
Washington Trust
Rhode Island
$51K -$58K -800 -52%
GWMIA
462
Global Wealth Management Investment Advisory
Florida
$51K – – –
MAM
463
Marquette Asset Management
Minnesota
$49K – – –
HWA
464
HHM Wealth Advisors
Tennessee
$45K – – –
VFA
465
Valeo Financial Advisors
Indiana
$45K +$1.81K +25 +4%
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$45K +$15.7K +216 +51%
EI
467
Ellevest Inc
New York
$44K – – –
LF
468
Lee Financial
Texas
$43K – – –
TFO
469
Tarbox Family Office
California
$43K +$37.6K +519 +535%
CT
470
Caldwell Trust
Florida
$42.2K – – –
TCOV
471
Trust Company of Vermont
Vermont
$42K -$2.9K -40 -6%
RMC
472
Resources Management Corp
Connecticut
$42K – – –
BCA
473
Berman Capital Advisors
Georgia
$41K +$3.91K +54 +10%
SSB
474
Sandy Spring Bank
Maryland
$39K -$822K -11,337 -95%
GT
475
Glenmede Trust
Pennsylvania
$38K -$8.7K -120 -18%