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Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
301
DB Wealth Management Group
California
$52.9K – – –
FHA
302
First Horizon Advisors
Tennessee
$51.3K +$3.25K +42 +7%
AssetMark Inc
303
AssetMark Inc
California
$51.1K – – –
ST
304
Smithfield Trust
Pennsylvania
$45K – – –
WTC
305
WhitTier Trust Company
Nevada
$44.3K -$149K -1,923 -78%
ADL
306
Asset Dedication LLC
California
$41K – – –
PA
307
Parallel Advisors
California
$41K +$1.24K +16 +3%
BWM
308
BerganKDV Wealth Management
Minnesota
$40.5K – – –
AAG
309
Armstrong Advisory Group
Massachusetts
$40.3K +$38.5K +497 New
LFG
310
Larson Financial Group
Missouri
$40K +$155 +2 +0.4%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$37K -$465 -6 -1%
PTC
312
Private Trust Company
Ohio
$37K +$697 +9 +2%
Nomura Asset Management
313
Nomura Asset Management
Japan
$36.5K – – –
BC
314
Barrett & Company
Rhode Island
$36.4K – – –
BIA
315
Bell Investment Advisors
California
$36.1K +$28.2K +364 +449%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$36K -$387 -5 -1%
Lazard Asset Management
317
Lazard Asset Management
New York
$36K – – –
IA
318
IFP Advisors
Florida
$34K -$14.3K -184 -25%
KFP
319
KB Financial Partners
New Jersey
$34K +$5.5K +71 +20%
PFA
320
Pathway Financial Advisers
Indiana
$32.5K +$31.1K +401 New
MMG
321
Monetary Management Group
Missouri
$32.4K – – –
SN
322
Sittner & Nelson
Oregon
$32.4K – – –
NSIM
323
North Star Investment Management
Illinois
$32.1K – – –
CFGS
324
Concourse Financial Group Securities
Alabama
$28.5K +$27K +348 +11,600%
NC
325
NewSquare Capital
Pennsylvania
$26.8K – – –