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Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$34K +$11K +497 +58%
GWM
202
Geneos Wealth Management
Colorado
$33K
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$31K
KPCM
204
Kings Point Capital Management
New York
$26K
FGAM
205
Financial Gravity Asset Management
Texas
$26K +$600 +27 +117%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$21K +$2.64K +119 +17%
RAM
207
Riggs Asset Management
Pennsylvania
$20K
TF
208
Tompkins Financial
New York
$18K +$15.5K +700 New
GWS
209
Glassman Wealth Services
Virginia
$16K
SFS
210
Sowell Financial Services
Arkansas
$16K +$4K +180 +39%
LF
211
Lee Financial
Texas
$15K
OPS
212
Orion Portfolio Solutions
Nebraska
$14K +$12.4K +560 New
AAM
213
Advisors Asset Management
Colorado
$10.8K -$30.9K -1,389 -77%
WT
214
Whittier Trust
California
$10K
SPIA
215
Steward Partners Investment Advisory
New York
$10K +$1.11K +50 +14%
HGWM
216
Harvest Group Wealth Management
Massachusetts
$9K
TFS
217
TrustCore Financial Services
Tennessee
$8K
ASN
218
Advisory Services Network
Georgia
$8K +$6.62K +298 New
BCI
219
Brinker Capital Investments
Pennsylvania
$6K +$5.4K +243 New
FHA
220
Flagship Harbor Advisors
Massachusetts
$5K
SF
221
Synovus Financial
Georgia
$5K
GAM
222
Gemmer Asset Management
California
$4K
IFAM
223
Institutional & Family Asset Management
Colorado
$4K
MIM
224
Macroview Investment Management
Maryland
$4K
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
$4K +$3.38K +152 New