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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
176
Lenox Wealth Advisors
New York
$21K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$20K +$273 +11 +1%
AF
178
Advisornet Financial
Minnesota
$20K +$1.84K +74 +10%
ZB
179
Zions Bancorporation
Utah
$19K -$28.8K -1,161 -59%
GRP
180
Global Retirement Partners
California
$19K -$12.8K -517 -38%
HDIM
181
Hanson & Doremus Investment Management
Vermont
$19K
SBL
182
Sargent Bickham Lagudis
Colorado
$18K
BlackRock
183
BlackRock
New York
$16K -$546 -22 -3%
OPS
184
Orion Portfolio Solutions
Nebraska
$16K -$25 -1 -0.1%
CFGS
185
Concourse Financial Group Securities
Alabama
$15K -$30.4K -1,225 -66%
HGWM
186
Harvest Group Wealth Management
Massachusetts
$15K
LWM
187
Liberty Wealth Management
California
$14K -$13.4K -538 -46%
ATC
188
Adirondack Trust Company
New York
$14K
PGAM
189
Princeton Global Asset Management
New Jersey
$13K
RDWM
190
Red Door Wealth Management
Tennessee
$13K
TI
191
Truehand Inc
New Hampshire
$13K
LWM
192
Lenox Wealth Management
Ohio
$13K +$3.08K +124 +28%
ETI
193
Enterprise Trust & Investment
California
$12K
SC
194
Sawyer & Company
Massachusetts
$12K
RWB
195
RMR Wealth Builders
New Jersey
$12K +$13.1K +527 New
ACA
196
Atlas Capital Advisors
Wyoming
$11.8K +$12.5K +505 New
CT
197
Caldwell Trust
Florida
$11.7K -$30.4K -1,225 -71%
PB
198
Pinnacle Bancorp
Nebraska
$11K
MA
199
MUFG Americas
New York
$10K -$239K -9,621 -96%
SIAS
200
Shine Investment Advisory Services
Colorado
$10K -$3.8K -153 -26%