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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$128K -$46 -2 -0%
Canada Life
202
Canada Life
Manitoba, Canada
$127K -$22K -962 -12%
NIMI
203
Natixis Investment Managers International
France
$120K -$36.3K -1,584 -20%
US Bancorp
204
US Bancorp
Minnesota
$84K -$78.9K -3,444 -43%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$69K -$14.7K -643 -15%
KIG
206
Kessler Investment Group
Indiana
$65K +$78.7K +3,436 New
SOW
207
State of Wyoming
Wyoming
$64K +$78.3K +3,415 New
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$51K -$222K -9,704 -78%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$50K +$34.2K +1,493 +126%
LSA
210
Leonteq Securities AG
Switzerland
$41.7K -$34.2K -1,494 -40%
Macquarie Group
211
Macquarie Group
Australia
$39K -$32K -1,397 -40%
Bank Julius Baer & Co
212
Bank Julius Baer & Co
Switzerland
$34K +$12.4K +540 +43%
IA
213
IFP Advisors
Florida
$33K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$32K -$7.43K -324 -16%
S
215
SignatureFD
Georgia
$23K -$42.2K -1,843 -61%
BLC
216
Brown, Lisle/Cummings
Rhode Island
$22.7K +$229 +10 +0.8%
GEA
217
Glen Eagle Advisors
New Jersey
$19.3K
RP
218
Repertoire Partners
New York
$19K +$22.9K +1,000 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$16K +$7.77K +339 +63%
William Blair & Company
220
William Blair & Company
Illinois
$15K -$479K -20,898 -96%
EI
221
Ellevest Inc
New York
$14K +$6.46K +282 +63%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$12K -$16.7K -730 -54%
LC
223
Lindbrook Capital
California
$12K +$2.84K +124 +24%
BDWM
224
Brewin Dolphin Wealth Management
Ireland
$9K
First Manhattan
225
First Manhattan
New York
$9K