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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$12K +$1.28K +75 +11%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$6K
CCA
103
Column Capital Advisors
Indiana
$6K
EW
104
Evoke Wealth
California
$6K
PB
105
Pinnacle Bancorp
Nebraska
$6K +$5.73K +335 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$5K -$2.56K -150 -30%
BAM
107
Bellevue Asset Management
Washington
$4K
FPS
108
Fieldpoint Private Securities
Connecticut
$4K
GAM
109
Gemmer Asset Management
California
$4K
IAIM
110
International Assets Investment Management
Florida
$4K
FMP
111
Financial Management Professionals
Texas
$3K +$2.56K +150 New
MWP
112
Meridian Wealth Partners
Pennsylvania
$3K +$3.08K +180 New
Barclays
113
Barclays
United Kingdom
$3K +$3.42K +200 New
RWM
114
Raffa Wealth Management
District of Columbia
$2.21K +$769 +45 +53%
CFD
115
Creative Financial Designs
Indiana
$2K
M
116
MOTCO
Texas
$2K
RFA
117
Reilly Financial Advisors
California
$2K +$1.79K +105 New
BCWM
118
Bartlett & Co Wealth Management
Ohio
$1.02K
BC
119
Bartlett & Co
Ohio
$1K
FHA
120
First Horizon Advisors
Tennessee
$1K
IFAM
121
Institutional & Family Asset Management
Colorado
$1K
LWM
122
Liberty Wealth Management
California
$1K
BWM
123
Baystate Wealth Management
Massachusetts
$1K +$598 +35 New
SFS
124
Sowell Financial Services
Arkansas
$1K +$1.03K +60 New
APWA
125
Atlas Private Wealth Advisors
New Jersey
$1K +$1.2K +70 New