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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$743K +$122K +540 +22%
AIP
202
ARS Investment Partners
New York
$736K
BCM
203
Bayesian Capital Management
New York
$734K +$666K +2,954 New
PAS
204
Park Avenue Securities
New York
$692K +$225 +1 +0%
MS
205
Maven Securities
Jersey
$687K +$625K +2,774 New
CCA
206
Checchi Capital Advisers
California
$668K -$39.4K -175 -6%
AP
207
Advisor Partners
California
$667K +$7.66K +34 +1%
MCM
208
MAI Capital Management
Ohio
$659K +$38.5K +171 +7%
CAM
209
Cresset Asset Management
Illinois
$659K +$46K +204 +8%
CWM
210
CIBC World Markets
New York
$643K +$583K +2,587 New
USAA
211
United Services Automobile Association
Texas
$630K -$14.4M -63,893 -96%
CAIMH
212
Central Asset Investments & Management Holdings
Hong Kong
$616K +$559K +2,480 New
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$601K +$13.3K +59 +2%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$591K
TC
215
TownSquare Capital
Utah
$584K +$45.1K +200 +10%
QCG
216
Quadrant Capital Group
Ohio
$576K +$48.7K +216 +10%
WAM
217
Weatherly Asset Management
California
$571K +$21.4K +95 +4%
TFA
218
Toth Financial Advisory
Virginia
$571K +$518K +2,300 New
CBFP
219
Cedar Brook Financial Partners
Ohio
$565K -$19.4K -86 -4%
CCM
220
Coldstream Capital Management
Washington
$542K -$22.5K -100 -4%
PCG
221
Private Capital Group
Connecticut
$535K +$189K +840 +64%
SC
222
Scotia Capital
Ontario, Canada
$523K -$205K -911 -30%
GT
223
Greenleaf Trust
Michigan
$512K +$2.93K +13 +0.6%
Cerity Partners
224
Cerity Partners
New York
$511K +$464K +2,059 New
FAAS
225
First Allied Advisory Services
California
$488K +$219K +974 +95%