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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$32K -$3.13K -61 -9%
MA
327
MUFG Americas
New York
$30K – – –
PCG
328
Private Capital Group
Connecticut
$29K -$3.75K -73 -11%
GWM
329
Geneos Wealth Management
Colorado
$28K – – –
CB
330
Community Bank
New York
$26K – – –
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$26K +$25K +487 New
CWM
332
Cranbrook Wealth Management
Michigan
$24K – – –
SIAS
333
Shine Investment Advisory Services
Colorado
$23K – – –
BFC
334
Bedel Financial Consulting
Indiana
$21K – – –
PA
335
Parallel Advisors
California
$19K – – –
AssetMark Inc
336
AssetMark Inc
California
$17K -$1.9K -37 -10%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$16K – – –
KJWM
338
Kiley Juergens Wealth Management
Washington
$14K +$13.7K +267 New
APA
339
American Portfolios Advisors
New York
$13.5K +$411 +8 +3%
RCG
340
Ruggie Capital Group
Florida
$13K – – –
CAC
341
Certified Advisory Corp
Florida
$13K +$51 +1 +0.4%
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$12K -$719 -14 -6%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$12K +$3.91K +76 +50%
OC
344
Oakworth Capital
Alabama
$11K – – –
JA
345
JOYN Advisors
Georgia
$11K +$6.73K +131 +162%
BAMG
346
Brand Asset Management Group
Missouri
$11K +$10.3K +200 New
EA
347
Edge Advisors
Georgia
$10K – – –
GRP
348
Global Retirement Partners
California
$10K – – –
GAM
349
Gemmer Asset Management
California
$10K +$103 +2 +1%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$9K – – –