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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1126
Liberty Wealth Management
California
$117K +$9.63K +55 +8%
SIC
1127
Salem Investment Counselors
North Carolina
$115K +$46.4K +265 +61%
GLI
1128
Guardian Life Insurance
New York
$113K
RFA
1129
Reilly Financial Advisors
California
$109K -$350 -2 -0.3%
PB
1130
Pinnacle Bancorp
Nebraska
$106K
Cohen & Steers
1131
Cohen & Steers
New York
$106K +$27.8K +159 +33%
TF
1132
TimeScale Financial
Massachusetts
$106K +$113K +645 New
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$2.63K -15 -2%
TF
1134
Tompkins Financial
New York
$102K
PCIA
1135
Prime Capital Investment Advisors
Kansas
$102K +$38.5K +220 +55%
Rockefeller Capital Management
1136
Rockefeller Capital Management
New York
$96K -$70.6K -403 -41%
QT
1137
Quantamental Technologies
New York
$95K +$101K +579 New
NFG
1138
Next Financial Group
Texas
$93K +$84.2K +481 +587%
LWA
1139
Lenox Wealth Advisors
New York
$89K +$51.6K +295 +118%
LB
1140
Legacy Bridge
Iowa
$88K
O
1141
Ossiam
France
$88K +$94.2K +538 New
DWM
1142
Destination Wealth Management
California
$87K +$41.8K +239 +82%
AI
1143
ArchPoint Investors
Florida
$82K
RWA
1144
Ropes Wealth Advisors
Massachusetts
$78K -$93K -531 -53%
GWMIA
1145
Global Wealth Management Investment Advisory
Florida
$76K
CFA
1146
Carroll Financial Associates
North Carolina
$76K +$15.2K +87 +23%
PK
1147
Pflug Koory
Nebraska
$75K +$10.5K +60 +15%
MAM
1148
Meeder Asset Management
Ohio
$74K +$75.6K +432 +2,057%
GRP
1149
Global Retirement Partners
California
$70K
AIC
1150
Ayalon Insurance Company
Israel
$69K -$10.5K -60 -12%