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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$887K +$55.8K +422 +7%
AAM
227
Advisors Asset Management
Colorado
$886K -$341K -2,577 -28%
RFC
228
Regions Financial Corp
Alabama
$880K -$29.2K -221 -3%
MCM
229
MAI Capital Management
Ohio
$863K +$65.3K +494 +8%
GF
230
Gabelli Funds
New York
$862K
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$849K -$51K -386 -6%
SWS
232
SYSTM Wealth Solutions
Illinois
$846K +$56.6K +428 +7%
RJT
233
Raymond James Trust
Florida
$842K -$8.33K -63 -1%
PA
234
Procyon Advisors
Connecticut
$841K +$813K +6,145 New
NFA
235
Northern Financial Advisors
Michigan
$839K -$20.5K -155 -2%
SSG
236
Summit Securities Group
New York
$822K +$796K +6,016 +601,600%
SI
237
Stephens Inc
Arkansas
$820K -$27.5K -208 -3%
BPA
238
Beacon Pointe Advisors
California
$813K +$271K +2,052 +53%
QP
239
Quilter Plc
United Kingdom
$801K
SFO
240
Stokes Family Office
Louisiana
$800K +$70.5K +533 +10%
PA
241
Profund Advisors
Maryland
$789K -$267K -2,018 -26%
DI
242
DFPG Investments
Utah
$782K +$144K +1,088 +25%
EAM
243
Eagle Asset Management
Florida
$778K +$489K +3,695 +186%
WFI
244
West Family Investments
California
$772K -$8.6K -65 -1%
PVM
245
Palogic Value Management
Texas
$771K +$20.9K +158 +3%
CGL
246
Clarius Group LLC
Washington
$767K +$149K +1,125 +25%
Vontobel Holding
247
Vontobel Holding
Switzerland
$766K
CCA
248
Checchi Capital Advisers
California
$765K +$74.2K +561 +11%
AIM
249
Aigen Investment Management
New York
$764K +$738K +5,582 New
HTC
250
Haverford Trust Company
Pennsylvania
$759K +$15.5K +117 +2%