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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$12.1K +$9.65K +1,058 +1,275%
VNA
327
Valley National Advisers
Pennsylvania
$12K
AAP
328
Arax Advisory Partners
Colorado
$11.9K -$146K -16,032 -93%
Bessemer Group
329
Bessemer Group
New Jersey
$9K
RIL
330
Rothschild Investment LLC
Illinois
$7.76K +$401 +44 +6%
SC
331
SouthState Corp
Florida
$7.21K
US Bancorp
332
US Bancorp
Minnesota
$6.42K -$3.48K -382 -39%
S
333
SignatureFD
Georgia
$6.05K
AF
334
Allworth Financial
California
$5.07K +$1.1K +121 +34%
BWA
335
Basecamp Wealth Advisors
Washington
$4.43K +$3.82K +419 New
IA
336
IFP Advisors
Florida
$4.38K -$18 -2 -0.5%
MCM
337
MV Capital Management
Maryland
$4.29K +$3.7K +406 New
LB
338
Legacy Bridge
Iowa
$4.23K
UB
339
UMB Bank
Missouri
$3.97K
PCTC
340
Perkins Coie Trust Company
Washington
$3.17K
CAL
341
Capital Analysts LLC
Pennsylvania
$3K
GFA
342
Godfrey Financial Associates
New York
$2.94K +$2.54K +278 New
FFA
343
Farther Finance Advisors
California
$2.71K +$1.29K +141 +123%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$2.69K
JSAM
345
J. Safra Asset Management
New York
$2.31K +$2K +219 New
TFM
346
TFC Financial Management
Massachusetts
$2.11K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$2K
BFS
348
Bare Financial Services
Pennsylvania
$1.99K +$839 +92 +96%
HFS
349
Hughes Financial Services
Virginia
$1.99K +$1.72K +188 New
OC
350
Optima Capital
Oregon
$1.85K +$1.6K +175 New