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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$49K +$33.9K +366 +217%
UB
202
UMB Bank
Missouri
$43K
Lazard Asset Management
203
Lazard Asset Management
New York
$42K
QCG
204
Quadrant Capital Group
Ohio
$35K +$16.6K +179 +88%
S
205
SignatureFD
Georgia
$34K +$22.1K +238 +186%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$33K +$13.9K +150 +74%
CFGS
207
Concourse Financial Group Securities
Alabama
$23K +$22.9K +247 New
BAM
208
Byrne Asset Management
New Jersey
$22K +$22.2K +240 New
PFS
209
Prospera Financial Services
Texas
$20K
PI
210
PineBridge Investments
New York
$19K +$19.4K +209 New
SWA
211
Sutton Wealth Advisors
Florida
$18.4K +$371 +4 +2%
PA
212
Parallel Advisors
California
$16K +$3.06K +33 +23%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$16K +$6.12K +66 +62%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$3.89K -42 -20%
EI
215
Ellevest Inc
New York
$15K +$5.56K +60 +61%
Bessemer Group
216
Bessemer Group
New Jersey
$13K
PCG
217
Private Capital Group
Connecticut
$12K
LFG
218
Larson Financial Group
Missouri
$11K +$10.8K +116 New
VVP
219
Venture Visionary Partners
Ohio
$10.9K +$11K +119 New
QT
220
Quantbot Technologies
New York
$8K -$226K -2,442 -96%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$8K +$371 +4 +5%
PTC
222
Private Trust Company
Ohio
$8K +$7.69K +83 New
KFP
223
KB Financial Partners
New Jersey
$7K -$4.63K -50 -41%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$6.34K +$6.39K +69 New
ME
225
McIlrath & Eck
Washington
$6K