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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$3.18K +$1.89K +53 +120%
B
277
Birchbrook
Maine
$2.64K +$2.89K +81 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$2.44K +$998 +28 +60%
ZBNA
279
Zions Bancorporation, National Association
Utah
$2.35K – – –
KG
280
Kilter Group
New York
$2.09K +$1.57K +44 +220%
BGAI
281
Bruce G. Allen Investments
Colorado
$1.69K – – –
TWD
282
True Wealth Design
Ohio
$1.56K +$570 +16 +50%
SPIA
283
Steward Partners Investment Advisory
New York
$1.49K – – –
CPG
284
Cornerstone Planning Group
New Jersey
$1.34K +$1.25K +35 +250%
HFS
285
Hughes Financial Services
Virginia
$1.3K – – –
ANBT
286
American National Bank & Trust
Texas
$1.3K +$1.43K +40 New
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$1.27K – – –
BFS
288
Bare Financial Services
Pennsylvania
$1.17K – – –
TC
289
Tacita Capital
Ontario, Canada
$1.07K +$1.18K +33 New
GWM
290
Geneos Wealth Management
Colorado
$1.04K – – –
TPCW
291
TD Private Client Wealth
New York
$880 +$962 +27 New
AFC
292
Ares Financial Consulting
California
$586 +$641 +18 New
RFP
293
Root Financial Partners
California
$456 -$107 -3 -18%
AA
294
Ancora Advisors
Ohio
$424 +$463 +13 New
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$391 +$428 +12 New
CFD
296
Creative Financial Designs
Indiana
$228 +$249 +7 New
MCM
297
MV Capital Management
Maryland
$163 +$178 +5 New
AW
298
Ankerstar Wealth
Texas
$130 +$143 +4 New
HNB
299
Huntington National Bank
Ohio
$33 – – –
GFA
300
Godfrey Financial Associates
New York
$33 +$36 +1 New