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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$19K +$3.81K +64 +23%
BBHC
452
Brown Brothers Harriman & Co
New York
$18K -$1.96K -33 -9%
CG
453
Cutler Group
California
$18K +$2.38K +40 +14%
CWP
454
Concord Wealth Partners
Virginia
$17K -$535 -9 -3%
CFO
455
CVA Family Office
Colorado
$16K +$238 +4 +1%
EWM
456
Evermay Wealth Management
Virginia
$16K +$16.4K +275 New
GRP
457
Global Retirement Partners
California
$15K +$7.79K +131 +105%
AWA
458
Arkadios Wealth Advisors
Georgia
$14K +$7.02K +118 +93%
SAM
459
S.A. Mason
Michigan
$12K – – –
CP
460
Castleview Partners
Texas
$12K +$12.1K +204 New
FGAM
461
Financial Gravity Asset Management
Texas
$11K +$4.28K +72 New
EARNEST Partners
462
EARNEST Partners
Georgia
$10K – – –
HCP
463
Hexagon Capital Partners
Arkansas
$9K – – –
ST
464
Smithfield Trust
Pennsylvania
$9K – – –
PA
465
Parallel Advisors
California
$9K +$1.13K +19 +14%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$9K +$1.84K +31 +23%
PWMG
467
Prestige Wealth Management Group
New Jersey
$8K -$5.65K -95 -44%
KFI
468
Key Financial Inc
Pennsylvania
$8K +$7.91K +133 New
RDWM
469
Red Door Wealth Management
Tennessee
$8K +$8.39K +141 New
FHC
470
First Horizon Corporation
Tennessee
$7K – – –
SFSIG
471
San Francisco Sentry Investment Group
California
$7K – – –
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$7K +$3.75K +63 +107%
HWA
473
Heritage Wealth Advisors
Virginia
$6.23K – – –
RA
474
Resolute Advisors
California
$6K – – –
CWA
475
Clearview Wealth Advisors
Oregon
$6K +$59 +1 +1%