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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$74K +$9.53K +58 +17%
WPA
602
West Paces Advisors
Georgia
$73.2K – – –
CIA
603
Cascade Investment Advisors
Oregon
$72.4K – – –
SIM
604
Sonora Investment Management
Arizona
$72K – – –
OAM
605
Oppenheimer Asset Management
New York
$71K -$76.4K -465 -54%
AIC
606
Ameritas Investment Company
Nebraska
$68K +$61.9K +377 New
KPW
607
Kore Private Wealth
New York
$64K -$19.4K -118 -25%
EI
608
Ellevest Inc
New York
$64K – – –
SIAS
609
Shine Investment Advisory Services
Colorado
$64K – – –
LFA
610
Legacy Financial Advisors
Kentucky
$61K +$5.26K +32 +10%
JFA
611
JNBA Financial Advisors
Minnesota
$56K – – –
SLF
612
Sun Life Financial
Ontario, Canada
$51K -$29.1K -177 -39%
SIC
613
Salem Investment Counselors
North Carolina
$51K +$49.8K +303 New
TWA
614
TCI Wealth Advisors
Arizona
$49K -$822 -5 -2%
IA
615
IFP Advisors
Florida
$47K -$112K -684 -72%
RIA
616
Realta Investment Advisors
Delaware
$47K +$42.6K +259 New
PCP
617
Proficio Capital Partners
Massachusetts
$46K +$5.09K +31 +14%
TL
618
TrueWealth LLC
Georgia
$45K – – –
NSIM
619
North Star Investment Management
Illinois
$43K – – –
FANJ
620
Financial Architects (New Jersey)
New Jersey
$42K -$32.9K -200 -47%
OIA
621
OneDigital Investment Advisors
Kansas
$40K +$36.2K +220 New
MRCM
622
M&R Capital Management
New Jersey
$39K – – –
QAM
623
QCI Asset Management
New York
$39K – – –
FHB
624
First Hawaiian Bank
Hawaii
$38K -$3.29K -20 -9%
Rockefeller Capital Management
625
Rockefeller Capital Management
New York
$37K +$33.7K +205 New