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Name Holding Trade Value Shares
Change
Change in
Stake
ONGA
501
O'Neil Global Advisors
California
$365K +$351K +2,000 New
Rockefeller Capital Management
502
Rockefeller Capital Management
New York
$357K +$87.3K +497 +34%
AC
503
Allstate Corporation
Illinois
$349K +$44.8K +255 +15%
APP
504
Alpha Paradigm Partners
Illinois
$347K +$333K +1,897 New
NFG
505
Next Financial Group
Texas
$342K -$2.63K -15 -0.8%
HAG
506
HighPoint Advisor Group
Illinois
$340K -$125K -712 -29%
WP
507
WealthSource Partners
California
$337K +$21.9K +125 +7%
SW
508
SVB Wealth
Massachusetts
$335K -$878 -5 -0.3%
EI
509
Ethic Inc
New York
$334K +$321K +1,826 New
TFA
510
Teamwork Financial Advisors
Texas
$327K -$98.3K -560 -24%
RB
511
Renasant Bank
Mississippi
$327K +$314K +1,788 New
WANY
512
Wealthspire Advisors (New York)
New York
$325K +$33.9K +193 +12%
CFG
513
Cooper Financial Group
California
$311K -$32.5K -185 -10%
GIM
514
Groesbeck Investment Management
New Jersey
$311K -$7.02K -40 -2%
SWM
515
Selective Wealth Management
Virginia
$311K +$8.78K +50 +3%
CLOS
516
Compagnie Lombard Odier SCmA
Switzerland
$309K +$297K +1,690 New
SPC
517
Sigma Planning Corp
Michigan
$307K -$349K -1,985 -54%
TGAM
518
TBH Global Asset Management
Tennessee
$303K +$291K +1,660 New
HIMC
519
Heritage Investors Management Corp
Maryland
$302K
CC
520
Courier Capital
New York
$301K +$33.7K +192 +13%
FB
521
Fulton Bank
Pennsylvania
$297K +$6.67K +38 +2%
AIP
522
Ameritas Investment Partners
Nebraska
$296K -$23.4K -133 -8%
FSC
523
Full Sail Capital
Oklahoma
$292K
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$291K -$58.6K -334 -17%
APA
525
American Portfolios Advisors
New York
$291K -$752K -4,285 -73%