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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$14K -$22.2K -60 -58%
EWA
227
EverSource Wealth Advisors
Alabama
$14K +$9.63K +26 +186%
JWA
228
JFS Wealth Advisors
Pennsylvania
$13K -$370 -1 -3%
CA
229
Crewe Advisors
Utah
$13K
UB
230
UMB Bank
Missouri
$13K
FCA
231
FinTrust Capital Advisors
South Carolina
$10K -$741 -2 -7%
Bessemer Group
232
Bessemer Group
New Jersey
$10K +$10K +27 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$7K
PFA
234
Professional Financial Advisors
Nebraska
$7K
BIA
235
Bell Investment Advisors
California
$6K +$5.19K +14 +700%
BTI
236
Blue Trust Inc
Georgia
$5K +$3.71K +10 +250%
ZB
237
Zions Bancorporation
Utah
$4K +$1.11K +3 +38%
AF
238
Allworth Financial
California
$3K -$1.48K -4 -31%
NFSG
239
Newbridge Financial Services Group
Florida
$3K
PWMG
240
Prestige Wealth Management Group
New Jersey
$3K
APA
241
American Portfolios Advisors
New York
$2.12K +$2.22K +6 New
CCA
242
Column Capital Advisors
Indiana
$2K
HCP
243
Hexagon Capital Partners
Arkansas
$2K +$1.11K +3 +150%
BBHC
244
Brown Brothers Harriman & Co
New York
$2K +$1.85K +5 New
ACM
245
Absolute Capital Management
Pennsylvania
$1.79K +$1.85K +5 New
MFT
246
Moisand Fitzgerald Tamayo
Florida
$1K -$1.48K -4 -67%
SC
247
Schubert & Co
Texas
$1K -$1.11K -3 -50%
GRP
248
Global Retirement Partners
California
$1K +$741 +2 New
CB
249
Community Bank
New York
$1K +$1.48K +4 New
EI
250
Ellevest Inc
New York
$1K +$1.48K +4 New