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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$21K +$4.91K +224 +26%
ZB
152
Zions Bancorporation
Utah
$20K +$4.28K +195 +24%
BCV
153
Banque Cantonale Vaudoise
Switzerland
$20K +$21.9K +1,000 New
EDRH
154
Edmond de Rothschild Holding
Switzerland
$18K
LWA
155
Lenox Wealth Advisors
New York
$17K
FFA
156
Founders Financial Alliance
North Carolina
$17K +$18.9K +863 New
GRP
157
Global Retirement Partners
California
$16K -$789 -36 -4%
HDIM
158
Hanson & Doremus Investment Management
Vermont
$16K
SBL
159
Sargent Bickham Lagudis
Colorado
$15K
BlackRock
160
BlackRock
New York
$15K +$2.63K +120 +18%
APA
161
American Portfolios Advisors
New York
$14.4K -$30.2K -1,379 -65%
CFGS
162
Concourse Financial Group Securities
Alabama
$13K
HGWM
163
Harvest Group Wealth Management
Massachusetts
$13K
ATC
164
Adirondack Trust Company
New York
$12K
LWM
165
Liberty Wealth Management
California
$12K
PGAM
166
Princeton Global Asset Management
New Jersey
$12K
TI
167
Truehand Inc
New Hampshire
$11K
F
168
F3Logic
Minnesota
$10.5K +$11.8K +536 New
ETI
169
Enterprise Trust & Investment
California
$10K
HCP
170
Hexagon Capital Partners
Arkansas
$10K +$10.8K +494 New
CT
171
Caldwell Trust
Florida
$9.79K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$9K
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$9K
HFS
174
Hantz Financial Services
Michigan
$9K +$4.91K +224 +100%
BFC
175
Bedel Financial Consulting
Indiana
$8K