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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
701
Shine Investment Advisory Services
Colorado
$47K
Rockefeller Capital Management
702
Rockefeller Capital Management
New York
$40K +$8.23K +57 +26%
OPS
703
Orion Portfolio Solutions
Nebraska
$36K +$35.2K +244 New
JWA
704
JFS Wealth Advisors
Pennsylvania
$35K
BCA
705
Berman Capital Advisors
Georgia
$34K
AssetMark Inc
706
AssetMark Inc
California
$33K
SIAP
707
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
VRM
708
Vectors Research Management
New York
$32K +$31.6K +219 +21,900%
IRAG
709
Investment Research & Advisory Group
Georgia
$32K +$32.1K +222 New
FRA
710
Front Row Advisors
California
$31K
TFS
711
TrustCore Financial Services
Tennessee
$31K
AF
712
Advisornet Financial
Minnesota
$29K -$17.5K -121 -38%
OSAM
713
O'Shaughnessy Asset Management
Connecticut
$29K +$28.6K +198 New
HR
714
Howe & Rusling
New York
$28K -$168K -1,163 -86%
SFA
715
Semmax Financial Advisors
North Carolina
$27K
SPIA
716
Steward Partners Investment Advisory
New York
$26K -$4.91K -34 -16%
ZB
717
Zions Bancorporation
Utah
$26K -$4.04K -28 -13%
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$25K +$1.73K +12 +8%
EI
719
Ellevest Inc
New York
$25K +$24.1K +167 +5,567%
PCA
720
Peddock Capital Advisors
Massachusetts
$25K +$24.8K +172 New
MAM
721
Meeder Asset Management
Ohio
$24K -$2.17K -15 -8%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$22K +$866 +6 +4%
RA
723
Rational Advisors
New York
$21K -$12.3K -85 -36%
PMFA
724
Plante Moran Financial Advisors
Michigan
$21K
LC
725
Lindbrook Capital
California
$20K