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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
351
Proficio Capital Partners
Massachusetts
$118K – – –
CFGS
352
Concourse Financial Group Securities
Alabama
$118K +$38.7K +279 +56%
TSW
353
Thompson Siegel & Walmsley
Virginia
$117K – – –
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$113K -$20.7K -149 -17%
GWM
355
Geneos Wealth Management
Colorado
$112K +$97.2K +700 +1,707%
WTC
356
WhitTier Trust Company
Nevada
$96K – – –
HL
357
Harding Loevner
New Jersey
$78K – – –
CGT
358
Capital Guardian Trust
California
$77K +$70.1K +505 New
AAM
359
Advisors Asset Management
Colorado
$75.4K -$93.1K -671 -57%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$71K +$17.8K +128 +78%
TAM
361
Tiverton Asset Management
Delaware
$69K +$4.58K +33 +8%
PCG
362
Private Capital Group
Connecticut
$64K – – –
ST
363
Smithfield Trust
Pennsylvania
$64K +$26.4K +190 +81%
ASN
364
Advisory Services Network
Georgia
$60K – – –
FAM
365
Fred Alger Management
New York
$53K -$12.9K -93 -21%
SF
366
Synovus Financial
Georgia
$50K -$5.55K -40 -11%
FPFS
367
First Personal Financial Services
North Carolina
$44K – – –
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$42K +$38.9K +280 New
GLI
369
Guardian Life Insurance
New York
$39K – – –
APA
370
American Portfolios Advisors
New York
$37.9K – – –
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$33K +$6.94K +50 +30%
AC
372
Avestar Capital
New York
$31K +$27.3K +197 +1,037%
CFA
373
Carroll Financial Associates
North Carolina
$29K – – –
RFA
374
Reilly Financial Advisors
California
$27K – – –
CBOA
375
Commonwealth Bank of Australia
Australia
$26K – – –