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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
OneDigital Investment Advisors
Kansas
$21K -$14.2K -203 -39%
AF
452
Allworth Financial
California
$21K +$23.4K +334 New
BL
453
Balentine LLC
Georgia
$20K – – –
BWM
454
Baystate Wealth Management
Massachusetts
$20K – – –
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$20K – – –
AIM
456
Advantage Investment Management
Iowa
$20K +$8.48K +121 +65%
LFA
457
Legacy Financial Advisors
Kentucky
$20K +$22.2K +317 New
OFW
458
Omnia Family Wealth
Florida
$19K – – –
PFBT
459
Parkside Financial Bank & Trust
Missouri
$18K +$1.61K +23 +9%
NFG
460
Next Financial Group
Texas
$18K +$3.23K +46 +20%
EI
461
Ellevest Inc
New York
$18K +$19.4K +276 New
Bessemer Group
462
Bessemer Group
New Jersey
$18K +$20.2K +288 New
HR
463
Howe & Rusling
New York
$16K +$280 +4 +2%
GRP
464
Global Retirement Partners
California
$15K -$18.9K -269 -54%
PAI
465
Pittenger & Anderson Inc
Nebraska
$15K – – –
WA
466
WealthTrust-Arizona
Arizona
$15K +$4.35K +62 +36%
CAM
467
Cresset Asset Management
Illinois
$15K +$16.8K +240 New
FEG
468
Financial Enhancement Group
Indiana
$14K – – –
CBOA
469
Commonwealth Bank of Australia
Australia
$14K +$911 +13 +6%
MNBTD
470
Moody National Bank Trust Division
Texas
$13K +$14.2K +202 New
FHA
471
First Horizon Advisors
Tennessee
$12K -$32.3K -460 -70%
WANY
472
Wealthspire Advisors (New York)
New York
$12K +$12.8K +183 New
JA
473
JOYN Advisors
Georgia
$11K +$9.46K +135 +422%
PG
474
Patten Group
Tennessee
$11K +$12.1K +173 New
GAM
475
Guinness Asset Management
United Kingdom
$10K +$3.58K +51 +49%