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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$601K +$33.9K +74 +5%
AIA
452
Alera Investment Advisors
Illinois
$600K +$15.6K +34 +2%
MLL
453
Moody Lynn & Lieberson
Massachusetts
$594K – – –
RCA
454
Roberts Capital Advisors
Colorado
$585K – – –
EMG
455
ETF Managers Group
New Jersey
$577K +$26.1K +57 +4%
TCM
456
Teza Capital Management
Illinois
$572K -$154K -336 -20%
GT
457
Glenmede Trust
Pennsylvania
$571K -$54K -118 -8%
DT
458
Diversified Trust
Tennessee
$567K +$155K +339 +34%
WPC
459
Wedmont Private Capital
Pennsylvania
$557K +$121K +264 +25%
ECA
460
Elevated Capital Advisors
Utah
$551K +$598K +1,307 New
IFWM
461
Institute for Wealth Management
Colorado
$547K +$33K +72 +6%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$546K +$106K +232 +22%
S
463
SignatureFD
Georgia
$542K +$35.2K +77 +6%
SC
464
Scotia Capital
Ontario, Canada
$534K -$13.7K -30 -2%
BFS
465
Bradley Foster & Sargent
Connecticut
$532K -$15.1K -33 -3%
ORI
466
Oak Ridge Investments
Illinois
$528K – – –
ICG
467
InterOcean Capital Group
Tennessee
$525K +$237K +518 +71%
PA
468
Pinnacle Associates
New York
$520K +$59.5K +130 +12%
MGP
469
Metis Global Partners
California
$505K – – –
SCA
470
Spearhead Capital Advisors
Florida
$494K +$27.5K +60 +5%
SAS
471
Stelac Advisory Services
New York
$485K – – –
SSA
472
Schonfeld Strategic Advisors
New York
$483K -$103K -224 -16%
PFO
473
Pathstone Family Office
New Jersey
$481K +$1.83K +4 +0.4%
MNBTD
474
Moody National Bank Trust Division
Texas
$480K – – –
SCA
475
Snowden Capital Advisors
New York
$478K -$15.6K -34 -3%