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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$41K -$5.45K -36 -12%
LWP
327
Lumature Wealth Partners
Georgia
$41K +$39.9K +264 New
IA
328
IFP Advisors
Florida
$40K +$30.3K +200 +351%
TJHA
329
Thomas J. Herzfeld Advisors
Florida
$39K +$37.4K +247 New
FP
330
Financial Perspectives
Minnesota
$38.5K
AFS
331
Annapolis Financial Services
Maryland
$38K
SWA
332
SOA Wealth Advisors
New York
$38K
SFO
333
Standard Family Office
South Dakota
$37K +$35.7K +236 New
MA
334
Montag & Associates
Georgia
$31K
PP
335
Pacifica Partners
Canada
$31K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$31K
BWL
337
Bogart Wealth LLC
Virginia
$31K +$30.3K +200 New
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$30K +$28.9K +191 New
NFG
339
Next Financial Group
Texas
$29K +$20.7K +137 +280%
CCA
340
Column Capital Advisors
Indiana
$28K
JWA
341
JFS Wealth Advisors
Pennsylvania
$28K
HDIM
342
Hanson & Doremus Investment Management
Vermont
$27K
FF
343
FourThought Financial
Florida
$26K -$605 -4 -2%
FMB
344
Field & Main Bank
Kentucky
$26K
SBL
345
Sargent Bickham Lagudis
Colorado
$26K
FMP
346
Financial Management Professionals
Texas
$24K +$13.9K +92 +151%
LWANC
347
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$15.1K +100 +196%
CT
348
Caldwell Trust
Florida
$23.4K
CFGS
349
Concourse Financial Group Securities
Alabama
$23K
AWM
350
Accel Wealth Management
Iowa
$22K