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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$22K – – –
SignatureFD
227
SignatureFD
Georgia
$22K – – –
SIS
228
Sound Income Strategies
Florida
$12K – – –
TPWA
229
TRUE Private Wealth Advisors
Oregon
$11K +$53 +2 +0.6%
Quadrant Capital Group
230
Quadrant Capital Group
Ohio
$11K +$1.18K +45 +14%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$11K +$2.1K +80 +29%
NFG
232
Next Financial Group
Texas
$11K +$9.45K +359 New
RPWA
233
Regent Peak Wealth Advisors
Georgia
$11K +$9.63K +366 New
HCP
234
Hexagon Capital Partners
Arkansas
$9K – – –
RE
235
RBC Europe
United Kingdom
$8.51K – – –
Geneos Wealth Management
236
Geneos Wealth Management
Colorado
$7K – – –
JCM
237
Jacobi Capital Management
Pennsylvania
$7K +$579 +22 +11%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$7K +$6.05K +230 New
O'Shaughnessy Asset Management
239
O'Shaughnessy Asset Management
Connecticut
$5K -$816 -31 -15%
Whittier Trust
240
Whittier Trust
California
$5K – – –
SSC
241
Syverson Strege & Co
Iowa
$5K +$4.21K +160 New
VCG
242
Vantage Consulting Group
Virginia
$5K +$4.63K +176 New
Advisory Services Network
243
Advisory Services Network
Georgia
$4K – – –
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AssetMark Inc
245
AssetMark Inc
California
$2K -$26 -1 -2%
CAM
246
ClariVest Asset Management
California
$2K – – –
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PCG
248
Private Capital Group
Connecticut
$2K – – –
FPS
249
Fieldpoint Private Securities
Connecticut
$2K +$1.84K +70 New
SWA
250
SOA Wealth Advisors
New York
$2K +$2.37K +90 New