Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$76.7K -$55K -268 -42%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$55K +$54K +263 New
GLI
403
Guardian Life Insurance
New York
$52K +$50.7K +247 New
SLF
404
Sun Life Financial
Ontario, Canada
$51K +$49.7K +242 New
FPFS
405
First Personal Financial Services
North Carolina
$47K -$97.9K -477 -68%
QCG
406
Quadrant Capital Group
Ohio
$43K – – –
SPIA
407
Steward Partners Investment Advisory
New York
$42K -$8.21K -40 -17%
ASN
408
Advisory Services Network
Georgia
$41K -$162K -787 -81%
TSW
409
Thompson Siegel & Walmsley
Virginia
$39K -$2.05K -10 -5%
PCP
410
Proficio Capital Partners
Massachusetts
$39K +$8.01K +39 +27%
Nisa Investment Advisors
411
Nisa Investment Advisors
Missouri
$38K +$16.4K +80 +80%
CBOA
412
Commonwealth Bank of Australia
Australia
$34K +$6.77K +33 +24%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$32K +$16.8K +82 +115%
FHA
414
Flagship Harbor Advisors
Massachusetts
$31K +$30.8K +150 New
SWA
415
Sutton Wealth Advisors
Florida
$31K – – –
MYIA
416
Mount Yale Investment Advisors
Colorado
$29K +$821 +4 +3%
PA
417
Parallel Advisors
California
$28K – – –
GRP
418
Global Retirement Partners
California
$26K – – –
CAM
419
Close Asset Management
United Kingdom
$23K – – –
SWM
420
SeaCrest Wealth Management
New York
$21K – – –
MSE
421
MUFG Securities EMEA
United Kingdom
$21K +$20.5K +100 New
AWA
422
Acorn Wealth Advisors
Michigan
$20K – – –
SAM
423
Shamrock Asset Management
Texas
$20K – – –
LWM
424
Lenox Wealth Management
Ohio
$18K +$17.2K +84 New
VEA
425
Virtus ETF Advisers
New York
$17K – – –