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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$20K
AIM
452
Advantage Investment Management
Iowa
$20K +$8.48K +121 +65%
LFA
453
Legacy Financial Advisors
Kentucky
$20K +$22.2K +317 New
OFW
454
Omnia Family Wealth
Florida
$19K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$18K +$1.61K +23 +9%
NFG
456
Next Financial Group
Texas
$18K +$3.23K +46 +20%
EI
457
Ellevest Inc
New York
$18K +$19.4K +276 New
Bessemer Group
458
Bessemer Group
New Jersey
$18K +$20.2K +288 New
HR
459
Howe & Rusling
New York
$16K +$280 +4 +2%
GRP
460
Global Retirement Partners
California
$15K -$18.9K -269 -54%
PAI
461
Pittenger & Anderson Inc
Nebraska
$15K
WA
462
WealthTrust-Arizona
Arizona
$15K +$4.35K +62 +36%
CAM
463
Cresset Asset Management
Illinois
$15K +$16.8K +240 New
FEG
464
Financial Enhancement Group
Indiana
$14K
CBOA
465
Commonwealth Bank of Australia
Australia
$14K +$911 +13 +6%
MNBTD
466
Moody National Bank Trust Division
Texas
$13K +$14.2K +202 New
FHA
467
First Horizon Advisors
Tennessee
$12K -$32.3K -460 -70%
WANY
468
Wealthspire Advisors (New York)
New York
$12K +$12.8K +183 New
JA
469
JOYN Advisors
Georgia
$11K +$9.46K +135 +422%
PG
470
Patten Group
Tennessee
$11K +$12.1K +173 New
GAM
471
Guinness Asset Management
United Kingdom
$10K +$3.58K +51 +49%
BCA
472
Berman Capital Advisors
Georgia
$10K +$11.6K +166 New
AAMU
473
Amundi Asset Management US
Massachusetts
$8.91K -$4.98M -71,046 -34%
EARNEST Partners
474
EARNEST Partners
Georgia
$8K
GWS
475
Glassman Wealth Services
Virginia
$8K