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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$276K -$3.21K -217 -1%
CG
102
Caprock Group
Idaho
$274K +$32.6K +2,202 +15%
GWWM
103
Great Waters Wealth Management
Minnesota
$267K
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$265K +$10.9K +735 +5%
PAS
105
Park Avenue Securities
New York
$262K +$47.5K +3,213 +24%
UBS AM
106
UBS AM
Illinois
$254K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$249K -$33.8K -2,285 -13%
CL
108
Choreo LLC
Illinois
$242K +$1.17K +79 +0.5%
MG
109
Mather Group
Illinois
$234K
CA
110
Crane Advisory
California
$231K
BA
111
Bridgewater Advisors
New York
$230K +$203K +13,709 New
PC
112
Promethos Capital
Massachusetts
$228K +$213K +14,380 New
Franklin Resources
113
Franklin Resources
California
$220K -$150K -10,123 -42%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$218K +$140K +9,482 +208%
M&T Bank
115
M&T Bank
New York
$217K -$2.5K -169 -1%
LPL Financial
116
LPL Financial
California
$215K +$200K +13,514 New
EI
117
Ellevest Inc
New York
$214K -$26.2K -1,769 -12%
SP
118
SmartHarvest Portfolios
Washington
$213K +$46.8K +3,167 +31%
GCM
119
Genus Capital Management
British Columbia, Canada
$211K +$196K +13,260 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$209K +$15K +1,013 +9%
VWM
121
Venturi Wealth Management
Texas
$202K +$15K +1,017 +9%
PA
122
Parallel Advisors
California
$199K +$39.8K +2,694 +27%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$196K +$1.39K +94 +0.8%
STA
124
Summit Trail Advisors
New York
$195K +$19K +1,287 +12%
PSP
125
Principal Street Partners
Tennessee
$189K