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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$5.52M +$469K +1,971 +10%
P
152
&Partners
Tennessee
$5.45M +$1.92M +8,088 +56%
AAS
153
Avantax Advisory Services
Texas
$5.38M +$849K +3,569 +20%
NW
154
Naviter Wealth
Arkansas
$5.26M +$8.57K +36 +0.2%
Nuveen
155
Nuveen
North Carolina
$5.22M -$212K -890 -4%
CWP
156
Capital Wealth Planning
Florida
$5.21M -$1.15M -4,820 -19%
HBWM
157
Hollow Brook Wealth Management
New York
$5.17M -$139K -584 -3%
S
158
SignatureFD
Georgia
$5.06M +$174K +731 +4%
CAM
159
Cresset Asset Management
Illinois
$5.03M -$24M -100,659 -83%
BFG
160
Bleakley Financial Group
New Jersey
$4.99M +$275K +1,154 +6%
MWM
161
Moran Wealth Management
Florida
$4.93M -$236K -990 -5%
PAS
162
Park Avenue Securities
New York
$4.9M +$1.3M +5,473 +38%
MLL
163
Moody Lynn & Lieberson
Massachusetts
$4.77M +$1.54M +6,483 +50%
SC
164
Saturna Capital
Washington
$4.6M -$30.2K -127 -0.7%
ET
165
Equitable Trust
Tennessee
$4.55M +$4.17M +17,539 +1,860%
B
166
Bailard
California
$4.52M +$27.8K +117 +0.6%
CG
167
Caprock Group
Idaho
$4.51M +$711K +2,987 +19%
CIC
168
Chase Investment Counsel
Virginia
$4.48M -$176K -739 -4%
AI
169
Aperture Investors
New York
$4.41M – – –
FFM
170
Forum Financial Management
Illinois
$4.35M +$591K +2,482 +16%
YCM
171
Yousif Capital Management
Michigan
$4.35M -$297K -1,250 -7%
AP
172
Arlington Partners
Alabama
$4.33M +$9.76K +41 +0.2%
NW
173
NewEdge Wealth
Pennsylvania
$4.33M +$309K +1,299 +8%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$4.27M +$671K +2,822 +19%
William Blair Investment Management
175
William Blair Investment Management
Illinois
$4.26M -$740K -3,109 -15%