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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$149K +$18.2K +384 +15%
VanEck Associates
302
VanEck Associates
New York
$142K +$50.6K +1,069 +59%
PA
303
Parallel Advisors
California
$119K +$50.1K +1,060 +78%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$104K – – –
JWM
305
Janiczek Wealth Management
Colorado
$96K +$53K +1,120 +136%
SPIA
306
Steward Partners Investment Advisory
New York
$89K +$10.6K +225 +14%
Bessemer Group
307
Bessemer Group
New Jersey
$77K – – –
BCM
308
Blume Capital Management
California
$74K – – –
KBC Group
309
KBC Group
Belgium
$73K – – –
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$66K +$47 +1 +0.1%
TFS
311
TrustCore Financial Services
Tennessee
$62K – – –
FHA
312
First Horizon Advisors
Tennessee
$54K +$1.14K +24 +2%
HFM
313
Harvest Fund Management
China
$52K +$50.9K +1,075 New
S
314
SignatureFD
Georgia
$50K +$14.3K +303 +43%
First Manhattan
315
First Manhattan
New York
$48K – – –
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$44K +$3.93K +83 +10%
CYG
317
Clean Yield Group
Vermont
$42K – – –
ST
318
Sageworth Trust
Pennsylvania
$36K – – –
TFM
319
TFC Financial Management
Massachusetts
$33K +$20.6K +435 +187%
HR
320
Howe & Rusling
New York
$30K – – –
PFSC
321
Peoples Financial Services Corp
Pennsylvania
$30K – – –
PG
322
Proffitt & Goodson
Tennessee
$30K – – –
HFA
323
HC Financial Advisors
California
$26K – – –
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$25K +$21.6K +456 +800%
QCG
325
Quadrant Capital Group
Ohio
$24K +$20.2K +428 +669%