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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$20K -$485 -5 -2%
FPS
352
Fieldpoint Private Securities
Connecticut
$20K
PA
353
Parallel Advisors
California
$19K +$1.36K +14 +8%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$18K
VCM
355
Versant Capital Management
Arizona
$16K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$16K +$15.8K +163 New
SWM
357
Spire Wealth Management
Virginia
$14K
GRP
358
Global Retirement Partners
California
$13K -$1.94K -20 -13%
BCA
359
Berman Capital Advisors
Georgia
$13K +$13.3K +137 New
AIG
360
American International Group
New York
$12.6K -$4.21M -43,462 -25%
IFAM
361
Institutional & Family Asset Management
Colorado
$12K
FF
362
FourThought Financial
Florida
$12K +$12.6K +130 New
IA
363
IFP Advisors
Florida
$10K -$17.7K -183 -65%
TWA
364
TCI Wealth Advisors
Arizona
$10K -$6.79K -70 -40%
TFO
365
Tarbox Family Office
California
$10K
GAM
366
Gemmer Asset Management
California
$9K
HWMA
367
Heritage Wealth Management (Arizona)
Arizona
$7K -$66.7K -688 -90%
BMD
368
Better Money Decisions
New Mexico
$7K
TPCW
369
TD Private Client Wealth
New York
$6.96K
MGIM
370
M&G Investment Management
United Kingdom
$6.87K +$7.01M +72,294 New
FMP
371
Financial Management Professionals
Texas
$5K +$5.24K +54 New
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$4.21K -$74.7K -770 -2%
CWP
373
Concord Wealth Partners
Virginia
$4K +$4.27K +44 New
CA
374
Crewe Advisors
Utah
$3K -$15.3K -158 -83%
EW
375
Evoke Wealth
California
$3K