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Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Montag & Associates
Georgia
$29K
PFBT
177
Parkside Financial Bank & Trust
Missouri
$28K +$8.12K +368 +40%
AF
178
Allworth Financial
California
$28K +$27.7K +1,256 New
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$26K +$25.8K +1,170 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$24K
Nomura Asset Management
181
Nomura Asset Management
Japan
$22.1K +$22.1K +1,000 New
HBW
182
Hazlett, Burt & Watson
West Virginia
$19K +$18.8K +850 New
WTA
183
Washington Trust Advisors
Massachusetts
$17K
WTC
184
WhitTier Trust Company
Nevada
$14K
TSWM
185
Tyler-Stone Wealth Management
Ohio
$13K
GWM
186
Geneos Wealth Management
Colorado
$13K +$6.62K +300 +100%
GRP
187
Global Retirement Partners
California
$13K +$14.6K +661 New
TWA
188
TCI Wealth Advisors
Arizona
$12K +$4.88K +221 +69%
ZB
189
Zions Bancorporation
Utah
$12K +$12.1K +550 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$11K -$8.29K -376 -44%
IFAM
191
Institutional & Family Asset Management
Colorado
$10K -$154 -7 -1%
NIC
192
Northwest Investment Counselors
Oregon
$10K
EI
193
Ellevest Inc
New York
$9K
IA
194
IFP Advisors
Florida
$7K +$14.9K +676 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.78K +126 +98%
APA
196
American Portfolios Advisors
New York
$4.2K +$22 +1 +0.5%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4K -$72.2K -3,274 -94%
SWM
198
Spire Wealth Management
Virginia
$4K -$375 -17 -8%
Lazard Asset Management
199
Lazard Asset Management
New York
$3K -$5.67K -257 -60%
ACM
200
AUA Capital Management
Pennsylvania
$3K