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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$30K +$1.36K +66 +5%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$29K -$12.2K -595 -29%
AF
253
Allworth Financial
California
$28K
PO
254
Private Ocean
California
$28K
UBS AM
255
UBS AM
Illinois
$27.9K +$28K +1,364 New
WTA
256
Washington Trust Advisors
Massachusetts
$25K
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$535 -26 -2%
HPC
258
HM Payson & Co
Maine
$24K
EWA
259
EverSource Wealth Advisors
Alabama
$23K -$2.59K -126 -10%
VVP
260
Venture Visionary Partners
Ohio
$22.1K +$22.3K +1,084 New
JEST
261
JTC Employer Solutions Trustee
Jersey
$22K
OIA
262
Optimum Investment Advisors
Illinois
$21K
PTC
263
Private Trust Company
Ohio
$19K +$19.5K +949 New
MHR
264
Matthew Hamilton Rosenberg
$18K +$10.5K +512 +134%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$18K +$18.5K +898 New
JWA
266
JFS Wealth Advisors
Pennsylvania
$16K -$2.88K -140 -15%
First Manhattan
267
First Manhattan
New York
$16K
HI
268
Hudock Inc
Pennsylvania
$16K
MMG
269
Monetary Management Group
Missouri
$15K
SWA
270
SOA Wealth Advisors
New York
$15K
VCM
271
Versant Capital Management
Arizona
$15K
CM
272
Cornerstone Management
Georgia
$14.3K
EBA
273
Eagle Bay Advisors
New York
$12.2K +$12.3K +596 New
FMB
274
Field & Main Bank
Kentucky
$12K -$8.22K -400 -40%
ETI
275
Enterprise Trust & Investment
California
$12K