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Name Holding Trade Value Shares
Change
Change in
Stake
SN
301
Sittner & Nelson
Oregon
$37K
NSIM
302
North Star Investment Management
Illinois
$36K
AF
303
Advisornet Financial
Minnesota
$36K +$93 +1 +0.3%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$35K -$372 -4 -1%
GAM
305
Gemmer Asset Management
California
$34K
KFP
306
KB Financial Partners
New Jersey
$33K -$4K -43 -11%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$33K
AWA
308
Arkadios Wealth Advisors
Georgia
$33K +$93 +1 +0.3%
LFG
309
Larson Financial Group
Missouri
$32K +$93 +1 +0.3%
PA
310
Parallel Advisors
California
$32K +$3.91K +42 +14%
PWMG
311
Prestige Wealth Management Group
New Jersey
$28K
FCA
312
FinTrust Capital Advisors
South Carolina
$25K
SSB
313
Sandy Spring Bank
Maryland
$25K +$4.75K +51 +24%
ASN
314
Advisory Services Network
Georgia
$25K +$25.6K +275 New
LWM
315
Liberty Wealth Management
California
$24K
CA
316
Clearstead Advisors
Ohio
$23K
CCA
317
Column Capital Advisors
Indiana
$23K
Jones Financial Companies
318
Jones Financial Companies
Missouri
$23K
SWM
319
Selective Wealth Management
Virginia
$23K
BFC
320
Bedel Financial Consulting
Indiana
$23K +$9.31K +100 +68%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$22K +$1.86K +20 +9%
IWMWV
322
Ironwood Wealth Management (West Virginia)
West Virginia
$22K +$22K +236 New
FHA
323
First Horizon Advisors
Tennessee
$21K
HI
324
Harbour Investments
Wisconsin
$21K
HPC
325
HM Payson & Co
Maine
$18K