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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$20K +$6.18K +194 +37%
HPC
202
HM Payson & Co
Maine
$17K
PFS
203
Prospera Financial Services
Texas
$17K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$17K +$9.94K +312 +95%
AWM
205
Avior Wealth Management
Nebraska
$16K
TCWM
206
Total Clarity Wealth Management
Illinois
$14K +$15.9K +500 New
WT
207
Whittier Trust
California
$12K
MAM
208
Meeder Asset Management
Ohio
$12K +$1.11K +35 +9%
ACA
209
Atlas Capital Advisors
Wyoming
$11.5K
SOW
210
State of Wyoming
Wyoming
$10K -$72.4K -2,273 -87%
QC
211
Quent Capital
New York
$10K -$1.66K -52 -13%
BCM
212
Bourgeon Capital Management
Connecticut
$9K
BWL
213
Bogart Wealth LLC
Virginia
$9K +$9.55K +300 New
TWA
214
TCI Wealth Advisors
Arizona
$8K -$7.17K -225 -44%
PA
215
Parallel Advisors
California
$8K -$5.92K -186 -40%
S
216
SignatureFD
Georgia
$7K -$9.08K -285 -53%
CCM
217
Covington Capital Management
California
$7K
CFB
218
Cullen/Frost Bankers
Texas
$6K -$255 -8 -3%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.59K +50 +37%
APA
220
American Portfolios Advisors
New York
$4.29K
CWC
221
Carolinas Wealth Consulting
North Carolina
$4K +$32 +1 +0.8%
AF
222
Allworth Financial
California
$4K +$127 +4 +3%
QCG
223
Quadrant Capital Group
Ohio
$4K +$1.47K +46 +55%
CAL
224
Capital Advisors Ltd
Ohio
$3K -$159 -5 -4%
TF
225
Tompkins Financial
New York
$3K