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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Covington Capital Management
California
$24K
VCM
202
Versant Capital Management
Arizona
$23K +$10.9K +494 +106%
AQA
203
Alpha Quant Advisors
Texas
$16K
MA
204
MCF Advisors
Kentucky
$16K +$22 +1 +0.1%
YWP
205
YorkBridge Wealth Partners
New York
$15K
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$14K +$12.6K +570 New
AIM
207
Advantage Investment Management
Iowa
$12K
PHK
208
Point72 Hong Kong
Hong Kong
$12K +$11.2K +506 New
FHB
209
First Hawaiian Bank
Hawaii
$10K -$9.08K -410 -51%
SWM
210
SeaCrest Wealth Management
New York
$9K
KPW
211
Kore Private Wealth
New York
$8K +$7.04K +318 New
RIA
212
Realta Investment Advisors
Delaware
$8K +$7.64K +345 New
MNBTD
213
Moody National Bank Trust Division
Texas
$7K
AWM
214
Aevitas Wealth Management
Massachusetts
$6K
PA
215
Parallel Advisors
California
$5K
GT
216
Glenmede Trust
Pennsylvania
$4K
BWA
217
BDO Wealth Advisors
Florida
$4K +$3.54K +160 New
CAM
218
Cresset Asset Management
Illinois
$3K +$2.35K +106 New
TRCT
219
Tower Research Capital (TRC)
New York
$2K -$21.6K -973 -89%
CFGS
220
Concourse Financial Group Securities
Alabama
$2K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$2K
SFSIG
222
San Francisco Sentry Investment Group
California
$2K
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$2K +$377 +17 +20%
APA
224
American Portfolios Advisors
New York
$1.82K
AIA
225
Alera Investment Advisors
Illinois
$1K