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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$506K +$102K +2,601 +20%
CB
327
Commerce Bank
Missouri
$506K -$8.97K -229 -1%
SG Americas Securities
328
SG Americas Securities
New York
$506K -$367K -9,373 -38%
TCMP
329
Thrive Capital Management (Pennsylvania)
Pennsylvania
$505K -$859K -21,934 -59%
CWM
330
Congress Wealth Management
Massachusetts
$501K +$218K +5,568 +60%
FFA
331
Farther Finance Advisors
California
$498K +$344K +8,790 +143%
VAS
332
Vestmark Advisory Solutions
Massachusetts
$497K +$295K +7,517 +100%
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$496K +$56.9K +1,452 +11%
Aviva
334
Aviva
United Kingdom
$495K -$16.7K -426 -3%
SIA
335
Schechter Investment Advisors
Michigan
$483K -$59.6K -1,520 -9%
APP
336
Avantax Planning Partners
Iowa
$482K -$1.57K -40 -0.3%
BC
337
Bayforest Capital
United Kingdom
$480K +$448K +11,431 +370%
Corient Private Wealth
338
Corient Private Wealth
Florida
$480K +$243K +6,194 +75%
SCM
339
Shelton Capital Management
Colorado
$467K -$27K -689 -5%
VCA
340
Verdence Capital Advisors
Maryland
$465K +$551K +14,052 New
Cerity Partners
341
Cerity Partners
New York
$462K -$147K -3,763 -21%
Tudor Investment Corp
342
Tudor Investment Corp
Connecticut
$442K -$11.6K -297 -2%
PPW
343
Parcion Private Wealth
Washington
$441K +$470 +12 +0.1%
William Blair & Company
344
William Blair & Company
Illinois
$428K -$24.5K -625 -5%
IWC
345
Integrated Wealth Concepts
Massachusetts
$426K -$26.1K -666 -5%
TI
346
Tidal Investments
Wisconsin
$425K +$173K +4,407 +52%
TLFA
347
True Link Financial Advisors
California
$422K
OIA
348
OneDigital Investment Advisors
Kansas
$421K +$82K +2,093 +20%
CL
349
Choreo LLC
Illinois
$420K -$133K -3,389 -21%
William Blair Investment Management
350
William Blair Investment Management
Illinois
$419K +$496K +12,667 New