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Name Holding Trade Value Shares
Change
Change in
Stake
SICM
451
Sustainable Insight Capital Management
New York
$298K
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$296K +$10.6K +69 +4%
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$296K +$67.3K +437 +29%
FRM
454
Fox Run Management
Connecticut
$296K +$303K +1,966 New
SW
455
SVB Wealth
Massachusetts
$295K +$22.9K +149 +8%
Lido Advisors
456
Lido Advisors
California
$292K +$2.62K +17 +0.9%
QCG
457
Quadrant Capital Group
Ohio
$292K +$11.1K +72 +4%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$291K +$2.31K +15 +0.8%
IAA
459
Independent Advisor Alliance
North Carolina
$289K -$11.2K -73 -4%
SIM
460
Stratos Investment Management
Ohio
$289K +$296K +1,921 New
NFG
461
Nations Financial Group
Iowa
$286K +$292K +1,896 New
LB
462
Legacy Bridge
Iowa
$281K +$3.08K +20 +1%
KeyBank National Association
463
KeyBank National Association
Ohio
$280K +$286K +1,858 New
CL
464
Choreo LLC
Illinois
$279K
O
465
Ossiam
France
$276K
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$276K +$2.77K +18 +1%
BPA
467
Beacon Pointe Advisors
California
$275K -$10.3K -67 -4%
IC
468
Intersect Capital
California
$274K +$35.3K +229 +14%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$268K -$22.2K -144 -7%
RWA
470
RGT Wealth Advisors
Texas
$267K
BFM
471
Boston Financial Management
Massachusetts
$264K
ATPW
472
Ashton Thomas Private Wealth
Arizona
$264K +$270K +1,750 New
KA
473
Kovack Advisors
Florida
$263K +$269K +1,749 New
Bank Julius Baer & Co
474
Bank Julius Baer & Co
Switzerland
$262K +$13.1K +85 +5%
FBT
475
First Bank & Trust
South Dakota
$260K