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Name Holding Trade Value Shares
Change
Change in
Stake
CICI
151
Capital Investment Counsel Inc
North Carolina
$5.57M -$431K -1,811 -7%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$5.52M +$469K +1,971 +10%
P
153
&Partners
Tennessee
$5.45M +$1.92M +8,088 +56%
AAS
154
Avantax Advisory Services
Texas
$5.38M +$849K +3,569 +20%
NW
155
Naviter Wealth
Arkansas
$5.26M +$8.57K +36 +0.2%
Nuveen
156
Nuveen
North Carolina
$5.22M -$212K -890 -4%
CWP
157
Capital Wealth Planning
Florida
$5.21M -$1.15M -4,820 -19%
HBWM
158
Hollow Brook Wealth Management
New York
$5.17M -$139K -584 -3%
S
159
SignatureFD
Georgia
$5.06M +$174K +731 +4%
CAM
160
Cresset Asset Management
Illinois
$5.03M -$24M -100,659 -83%
BFG
161
Bleakley Financial Group
New Jersey
$4.99M +$275K +1,154 +6%
MWM
162
Moran Wealth Management
Florida
$4.93M -$236K -990 -5%
PAS
163
Park Avenue Securities
New York
$4.9M +$1.3M +5,473 +38%
MLL
164
Moody Lynn & Lieberson
Massachusetts
$4.77M +$1.54M +6,483 +50%
SC
165
Saturna Capital
Washington
$4.6M -$30.2K -127 -0.7%
ET
166
Equitable Trust
Tennessee
$4.55M +$4.17M +17,539 +1,860%
B
167
Bailard
California
$4.52M +$27.8K +117 +0.6%
CG
168
Caprock Group
Idaho
$4.51M +$711K +2,987 +19%
CIC
169
Chase Investment Counsel
Virginia
$4.48M -$176K -739 -4%
AI
170
Aperture Investors
New York
$4.41M
FFM
171
Forum Financial Management
Illinois
$4.35M +$591K +2,482 +16%
YCM
172
Yousif Capital Management
Michigan
$4.35M -$297K -1,250 -7%
AP
173
Arlington Partners
Alabama
$4.33M +$9.76K +41 +0.2%
NW
174
NewEdge Wealth
Pennsylvania
$4.33M +$309K +1,299 +8%
VAS
175
Vestmark Advisory Solutions
Massachusetts
$4.27M +$671K +2,822 +19%