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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
776
Rockefeller Capital Management
New York
$30K – – –
LA
777
Legacy Advisors
Pennsylvania
$30K +$28K +809 +785%
RWM
778
Raffa Wealth Management
District of Columbia
$29.3K – – –
WWMSC
779
Wagner Wealth Management (South Carolina)
South Carolina
$29K – – –
SQA
780
Simon Quick Advisors
New Jersey
$28K -$21.5K -620 -42%
FC
781
Ferris Capital
Massachusetts
$28K -$624 -18 -2%
AWM
782
AllSquare Wealth Management
New York
$28K – – –
OIA
783
OneDigital Investment Advisors
Kansas
$28K – – –
PK
784
Pflug Koory
Nebraska
$28K – – –
SWA
785
Sutton Wealth Advisors
Florida
$27.7K – – –
RWG
786
Regal Wealth Group
California
$27K – – –
PFBT
787
Parkside Financial Bank & Trust
Missouri
$26K -$14.5K -417 -35%
MA
788
MCF Advisors
Kentucky
$26K – – –
VCM
789
Vigilant Capital Management
Maine
$26K – – –
Loomis, Sayles & Company
790
Loomis, Sayles & Company
Massachusetts
$26K +$3.64K +105 +15%
FANJ
791
Financial Architects (New Jersey)
New Jersey
$25K +$25.3K +731 +2,707%
TG
792
TLP Group
Illinois
$25K +$26.2K +756 New
BWM
793
Baystate Wealth Management
Massachusetts
$24K – – –
RFA
794
Reilly Financial Advisors
California
$24K – – –
SIAS
795
Shine Investment Advisory Services
Colorado
$24K – – –
SFSIG
796
San Francisco Sentry Investment Group
California
$24K +$2.39K +69 +10%
WPA
797
West Paces Advisors
Georgia
$23.5K – – –
SF
798
Synovus Financial
Georgia
$23K -$3.22M -92,981 -99%
OFS
799
Orrstown Financial Services
Pennsylvania
$23K -$3.12K -90 -11%
HFM
800
Hartford Financial Management
Connecticut
$22K -$5.2K -150 -18%