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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
401
Geneos Wealth Management
Colorado
$63K -$58K -738 -46%
NSIM
402
North Star Investment Management
Illinois
$61K – – –
AT
403
Arden Trust
Delaware
$59K +$61.1K +777 New
RIM
404
Rampart Investment Management
Connecticut
$53K -$29.6K -377 -35%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$50K +$36.9K +469 +258%
DSC
406
Duncker Streett & Co
Missouri
$48K – – –
RMC
407
Resources Management Corp
Connecticut
$44K – – –
FANJ
408
Financial Architects (New Jersey)
New Jersey
$38K – – –
IFP Advisors
409
IFP Advisors
Florida
$38K +$14.8K +188 +57%
ClearBridge Investments
410
ClearBridge Investments
New York
$36K -$786 -10 -2%
Valeo Financial Advisors
411
Valeo Financial Advisors
Indiana
$33K -$32.8K -417 -49%
Bessemer Group
412
Bessemer Group
New Jersey
$33K +$24.1K +306 +255%
Oppenheimer Asset Management
413
Oppenheimer Asset Management
New York
$32K -$29K -369 -47%
LWM
414
Liberty Wealth Management
California
$32K +$32.9K +418 New
VCM
415
Versant Capital Management
Arizona
$31K -$1.18K -15 -4%
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
TI
417
tru Independence
Oregon
$30K +$7.31K +93 +30%
First Manhattan
418
First Manhattan
New York
$30K +$20.2K +257 +178%
Tower Research Capital (TRC)
419
Tower Research Capital (TRC)
New York
$26K -$79.1K -1,006 -75%
CFFP
420
Center for Financial Planning
Michigan
$26K – – –
TFGT
421
TS Financial Group (TSFG)
Illinois
$23K – – –
TFO
422
Tarbox Family Office
California
$20K – – –
NICM
423
Neo Ivy Capital Management
New York
$20K +$20.3K +258 New
Altshuler Shaham
424
Altshuler Shaham
Israel
$20K +$20.9K +266 New
APA
425
American Portfolios Advisors
New York
$19K – – –