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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
551
Rockefeller Capital Management
New York
$39K +$3.77K +33 +11%
DA
552
Denali Advisors
California
$36K -$45.8K -400 -57%
LAS
553
Lloyd Advisory Services
Georgia
$36K -$5.03K -44 -13%
FCA
554
FinTrust Capital Advisors
South Carolina
$34K -$12.2K -107 -28%
FFA
555
Founders Financial Alliance
North Carolina
$32K +$29.1K +254 New
NFSG
556
Newbridge Financial Services Group
Florida
$31K +$30.1K +263 New
VFA
557
Valeo Financial Advisors
Indiana
$30K -$15.6K -136 -35%
PA
558
Parallel Advisors
California
$30K -$5.26K -46 -16%
MAM
559
Meeder Asset Management
Ohio
$29K +$12K +105 +77%
PCM
560
Penserra Capital Management
California
$28K +$3.2K +28 +13%
PO
561
Private Ocean
California
$27K – – –
NSIM
562
North Star Investment Management
Illinois
$25K +$114 +1 +0.5%
BWP
563
Baldwin Wealth Partners
Massachusetts
$24K – – –
FEG
564
Financial Enhancement Group
Indiana
$24K – – –
Federated Hermes
565
Federated Hermes
Pennsylvania
$23K -$15.2K -133 -40%
PMFA
566
Plante Moran Financial Advisors
Michigan
$23K +$2.86K +25 +15%
AssetMark Inc
567
AssetMark Inc
California
$22K -$317K -2,771 -94%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$22K – – –
CFN
569
Cordasco Financial Network
Florida
$22K – – –
FFC
570
First Financial Corp
Indiana
$19K – – –
FHA
571
First Horizon Advisors
Tennessee
$19K – – –
PB
572
Pinnacle Bancorp
Nebraska
$19K – – –
LF
573
Lee Financial
Texas
$18K – – –
NIC
574
Northwest Investment Counselors
Oregon
$18K +$17.5K +153 New
WTC
575
WhitTier Trust Company
Nevada
$17K – – –