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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
651
Rockefeller Financial Services
New York
$665K
TA
652
Tiedemann Advisors
New York
$660K -$526K -3,910 -45%
EP
653
Edgestream Partners
New Jersey
$656K +$228K +1,694 +54%
HH
654
Hilltop Holdings
Texas
$655K -$11K -82 -2%
FTI
655
Fiduciary Trust International
Massachusetts
$650K +$3.36K +25 +0.5%
STMM
656
South Texas Money Management
Texas
$642K +$26.6K +198 +4%
GHCM
657
Glen Harbor Capital Management
California
$632K -$351K -2,608 -36%
MBA
658
McQueen Ball & Associates
Pennsylvania
$629K
WAM
659
Wealthspire Advisors (Maryland)
Maryland
$626K +$45.9K +341 +8%
CAN
660
Cetera Advisor Networks
California
$623K -$19.8K -147 -3%
CRC
661
Curi RMB Capital
Illinois
$622K +$614K +4,568 New
ZIC
662
ZWJ Investment Counsel
Georgia
$599K +$232K +1,726 +65%
PA
663
Parallel Advisors
California
$598K +$83.4K +620 +17%
MCM
664
McRae Capital Management
New Jersey
$591K -$50.6K -376 -8%
SCM
665
Shelton Capital Management
Colorado
$585K -$26.9K -200 -4%
SSB
666
Sandy Spring Bank
Maryland
$579K
ASN
667
Advisory Services Network
Georgia
$576K +$568K +4,224 New
CPR
668
CSU Producer Resources
Ohio
$574K
SL
669
Summitry LLC
California
$574K
IWA
670
IBEX Wealth Advisors
New Jersey
$574K +$3.36K +25 +0.6%
CAW
671
Cornerstone Advisors (Washington)
Washington
$571K -$26.9K -200 -5%
DLA
672
Douglas Lane & Associates
New York
$565K
Mackenzie Financial
673
Mackenzie Financial
Ontario, Canada
$565K +$2.56K +19 +0.5%
BMO
674
Beck Mack & Oliver
New York
$561K
GXMC
675
Global X Management Company
New York
$556K +$130K +967 +31%