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Name Holding Trade Value Shares
Change
Change in
Stake
Harel Insurance Investments & Financial Services
301
Harel Insurance Investments & Financial Services
Israel
$20K – – –
EW
302
Evoke Wealth
California
$19.7K -$3.35K -24 -15%
Whittier Trust
303
Whittier Trust
California
$18K – – –
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$17K -$6.71K -48 -28%
HR
305
Howe & Rusling
New York
$17K – – –
TFGT
306
TS Financial Group (TSFG)
Illinois
$17K – – –
SL
307
Savior LLC
Massachusetts
$17K +$16.9K +121 New
RWA
308
Ropes Wealth Advisors
Massachusetts
$17K +$17.3K +124 New
EWA
309
Evolution Wealth Advisors
Florida
$16K +$7.26K +52 +80%
DAM
310
Delta Asset Management
Tennessee
$15K -$9.78K -70 -40%
CAC
311
Certified Advisory Corp
Florida
$15K +$140 +1 +1%
SWA
312
Sutton Wealth Advisors
Florida
$14.1K – – –
BWA
313
BDO Wealth Advisors
Florida
$14K – – –
CBT
314
Central Bank & Trust
Kentucky
$14K – – –
GWMIA
315
Global Wealth Management Investment Advisory
Florida
$14K – – –
Ancora Advisors
316
Ancora Advisors
Ohio
$14K +$14K +100 New
FWM
317
FSA Wealth Management
Massachusetts
$14K +$14K +100 New
MAWCM
318
Mine & Arao Wealth Creation & Management
California
$14K +$14K +100 New
Quantbot Technologies
319
Quantbot Technologies
New York
$14K +$14K +100 New
TCOV
320
Trust Company of Vermont
Vermont
$13K -$3.49K -25 -23%
RIA
321
RPG Investment Advisory
California
$13K – – –
GAM
322
Gemmer Asset Management
California
$12K – – –
WCG
323
Weaver Consulting Group
California
$11K – – –
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$11K +$2.79K +20 +36%
LFA
325
Lighthouse Financial Advisors
Maryland
$11K +$11.2K +80 New