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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
651
Bank of the West
California
$249K +$287K +4,624 New
GAMC
652
Garner Asset Management Corp
Texas
$247K – – –
HWM
653
Holloway Wealth Management
Florida
$247K – – –
OCM
654
One Capital Management
California
$247K +$3.1K +50 +1%
TH
655
TCTC Holdings
Texas
$245K – – –
Rockefeller Capital Management
656
Rockefeller Capital Management
New York
$245K +$203K +3,269 +256%
ASN
657
Advisory Services Network
Georgia
$241K +$23.5K +379 +9%
DI
658
DFPG Investments
Utah
$241K +$277K +4,468 New
LOAME
659
Lombard Odier Asset Management (Europe)
United Kingdom
$240K – – –
LSA
660
L & S Advisors
California
$239K – – –
ACM
661
AlphaStar Capital Management
North Carolina
$238K -$15.8K -254 -5%
TIM
662
Thompson Investment Management
Wisconsin
$238K – – –
VAM
663
Visionary Asset Management
Texas
$237K -$2.39M -38,405 -90%
CGA
664
Crescent Grove Advisors
Illinois
$236K – – –
FCI
665
Financial Counselors Inc
Kansas
$235K -$12.2K -197 -4%
NP
666
Ninepoint Partners
Ontario, Canada
$235K – – –
RWM
667
Rench Wealth Management
Texas
$226K +$260K +4,193 New
PCM
668
Penserra Capital Management
California
$226K +$261K +4,210 New
KIA
669
KCM Investment Advisors
California
$225K – – –
SF
670
Synovus Financial
Georgia
$225K +$2.79K +45 +1%
CWM
671
Campbell Wealth Management
Virginia
$225K +$259K +4,177 New
NA
672
NewEdge Advisors
Louisiana
$223K -$165K -2,658 -39%
THWM
673
Taylor Hoffman Wealth Management
Virginia
$222K -$49.7K -800 -16%
DWM
674
Doyle Wealth Management
Florida
$222K +$186 +3 +0.1%
TC
675
Telemus Capital
Michigan
$221K +$12.8K +206 +5%