Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$42K – – –
LC
277
Lindbrook Capital
California
$27K +$32K +322 +3,578%
TWA
278
TCI Wealth Advisors
Arizona
$25K -$9.04K -91 -23%
BTI
279
Blue Trust Inc
Georgia
$24K +$24.6K +248 New
QCG
280
Quadrant Capital Group
Ohio
$23K +$497 +5 +2%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$23K +$10.7K +108 +60%
TFP
282
Tilia Fiduciary Partners
North Carolina
$22K – – –
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.3K +194 +380%
UB
284
UMB Bank
Missouri
$19K +$9.14K +92 +70%
IA
285
IFP Advisors
Florida
$18K – – –
AWM
286
Atticus Wealth Management
Florida
$17K – – –
SIC
287
Salem Investment Counselors
North Carolina
$17K – – –
FF
288
FourThought Financial
Florida
$17K +$1.99K +20 +11%
Nomura Asset Management
289
Nomura Asset Management
Japan
$12.5K – – –
KFI
290
Key Financial Inc
Pennsylvania
$12K – – –
PMFA
291
Plante Moran Financial Advisors
Michigan
$12K +$14.9K +150 New
EI
292
Ellevest Inc
New York
$10K -$25.5K -257 -68%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
GWM
294
Geneos Wealth Management
Colorado
$10K – – –
S
295
SignatureFD
Georgia
$9K -$2.68K -27 -20%
FHA
296
First Horizon Advisors
Tennessee
$9K +$11.8K +119 New
GEA
297
Glen Eagle Advisors
New Jersey
$8.88K +$10.6K +107 New
ZB
298
Zions Bancorporation
Utah
$8K -$3.68K -37 -27%
HWM
299
HighMark Wealth Management
Minnesota
$8K – – –
ME
300
McIlrath & Eck
Washington
$7K +$8.45K +85 New