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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1126
Lindbrook Capital
California
$131K -$1.58K -9 -1%
AF
1127
Allworth Financial
California
$130K – – –
CAC
1128
Certified Advisory Corp
Florida
$128K +$87.5K +500 +177%
Acadian Asset Management
1129
Acadian Asset Management
Massachusetts
$123K – – –
SIA
1130
SeaBridge Investment Advisors
New Jersey
$121K – – –
CAM
1131
Close Asset Management
United Kingdom
$117K – – –
LWM
1132
Liberty Wealth Management
California
$117K +$9.63K +55 +8%
SIC
1133
Salem Investment Counselors
North Carolina
$115K +$46.4K +265 +61%
GLI
1134
Guardian Life Insurance
New York
$113K – – –
RFA
1135
Reilly Financial Advisors
California
$109K -$350 -2 -0.3%
PB
1136
Pinnacle Bancorp
Nebraska
$106K – – –
Cohen & Steers
1137
Cohen & Steers
New York
$106K +$27.8K +159 +33%
TF
1138
TimeScale Financial
Massachusetts
$106K +$113K +645 New
EFSCE
1139
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$2.63K -15 -2%
TF
1140
Tompkins Financial
New York
$102K – – –
PCIA
1141
Prime Capital Investment Advisors
Kansas
$102K +$38.5K +220 +55%
Rockefeller Capital Management
1142
Rockefeller Capital Management
New York
$96K -$70.6K -403 -41%
QT
1143
Quantamental Technologies
New York
$95K +$101K +579 New
NFG
1144
Next Financial Group
Texas
$93K +$84.2K +481 +587%
LWA
1145
Lenox Wealth Advisors
New York
$89K +$51.6K +295 +118%
LB
1146
Legacy Bridge
Iowa
$88K – – –
O
1147
Ossiam
France
$88K +$94.2K +538 New
DWM
1148
Destination Wealth Management
California
$87K +$41.8K +239 +82%
AI
1149
ArchPoint Investors
Florida
$82K – – –
RWA
1150
Ropes Wealth Advisors
Massachusetts
$78K -$93K -531 -53%