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Name Holding Trade Value Shares
Change
Change in
Stake
GLI
701
Guardian Life Insurance
New York
$49K – – –
SIAS
702
Shine Investment Advisory Services
Colorado
$47K – – –
Rockefeller Capital Management
703
Rockefeller Capital Management
New York
$40K +$8.23K +57 +26%
OPS
704
Orion Portfolio Solutions
Nebraska
$36K +$35.2K +244 New
JWA
705
JFS Wealth Advisors
Pennsylvania
$35K – – –
BCA
706
Berman Capital Advisors
Georgia
$34K – – –
AssetMark Inc
707
AssetMark Inc
California
$33K – – –
SIAP
708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
VRM
709
Vectors Research Management
New York
$32K +$31.6K +219 +21,900%
IRAG
710
Investment Research & Advisory Group
Georgia
$32K +$32.1K +222 New
FRA
711
Front Row Advisors
California
$31K – – –
TFS
712
TrustCore Financial Services
Tennessee
$31K – – –
AF
713
Advisornet Financial
Minnesota
$29K -$17.5K -121 -38%
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$29K +$28.6K +198 New
HR
715
Howe & Rusling
New York
$28K -$168K -1,163 -86%
SFA
716
Semmax Financial Advisors
North Carolina
$27K – – –
SPIA
717
Steward Partners Investment Advisory
New York
$26K -$4.91K -34 -16%
ZB
718
Zions Bancorporation
Utah
$26K -$4.04K -28 -13%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$25K +$1.73K +12 +8%
EI
720
Ellevest Inc
New York
$25K +$24.1K +167 +5,567%
PCA
721
Peddock Capital Advisors
Massachusetts
$25K +$24.8K +172 New
MAM
722
Meeder Asset Management
Ohio
$24K -$2.17K -15 -8%
PFBT
723
Parkside Financial Bank & Trust
Missouri
$22K +$866 +6 +4%
RA
724
Rational Advisors
New York
$21K -$12.3K -85 -36%
PMFA
725
Plante Moran Financial Advisors
Michigan
$21K – – –