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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
226
First Interstate Bank
Montana
$24K
GDP
227
Great Diamond Partners
Maine
$23K +$23.3K +489 New
FHA
228
First Horizon Advisors
Tennessee
$21K -$333 -7 -2%
CTC
229
Central Trust Company
Missouri
$19K
S
230
SignatureFD
Georgia
$15K -$15K -315 -50%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$15K +$14.5K +304 New
LC
232
Lindbrook Capital
California
$14K -$11K -230 -44%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$14K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$14K +$13.7K +288 New
PO
235
Private Ocean
California
$13K
PCM
236
Peregrine Capital Management
Minnesota
$12K -$8.54M -179,345 -100%
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$11K +$10.7K +225 New
SIM
238
Sonora Investment Management
Arizona
$10K
AF
239
Allworth Financial
California
$9K -$14.2K -298 -62%
GAM
240
Gemmer Asset Management
California
$9K
AssetMark Inc
241
AssetMark Inc
California
$9K +$333 +7 +4%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$9K +$2.67K +56 +40%
TFO
243
Tarbox Family Office
California
$8K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.21K -$4.76K -100 -40%
FCB
245
First Command Bank
Texas
$5K
FCFS
246
First Command Financial Services
Texas
$5K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$5K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$5K
TC
249
Trust Company
Kansas
$5K
OPS
250
Orion Portfolio Solutions
Nebraska
$5K +$4.57K +96 New