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Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$426K -$23.4K -125 -5%
SPIA
202
Steward Partners Investment Advisory
New York
$421K +$37K +198 +9%
SSG
203
Summit Securities Group
New York
$415K +$150K +800 +53%
PA
204
Parallel Advisors
California
$414K -$112K -600 -21%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$410K +$46K +246 +12%
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$408K +$12.2K +65 +3%
IAA
207
Independent Advisor Alliance
North Carolina
$406K +$182K +974 +76%
HJIM
208
Henry James International Management
New York
$402K +$2.62K +14 +0.6%
AWM
209
AE Wealth Management
Kansas
$399K -$470K -2,511 -53%
CAM
210
Campion Asset Management
Virginia
$395K
JIC
211
Johnson Investment Counsel
Ohio
$395K
AIA
212
Avalon Investment & Advisory
Texas
$384K -$504K -2,696 -56%
MC
213
Matisse Capital
Oregon
$379K
AF
214
Allworth Financial
California
$377K +$289K +1,547 +283%
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$370K -$8.41K -45 -2%
FSA
216
Fort Sheridan Advisors
Illinois
$368K
BFS
217
Bradley Foster & Sargent
Connecticut
$365K +$79.5K +425 +27%
RJT
218
Raymond James Trust
Florida
$363K -$32.9K -176 -8%
PCM
219
Parsons Capital Management
Rhode Island
$362K +$935 +5 +0.2%
CHAM
220
Clear Harbor Asset Management
Connecticut
$361K
FCH
221
Freestone Capital Holdings
Washington
$358K +$371K +1,986 New
OIA
222
OneDigital Investment Advisors
Kansas
$355K +$368K +1,969 New
LFA
223
Legacy Financial Advisors
Kentucky
$354K -$69.2K -370 -16%
FHA
224
First Horizon Advisors
Tennessee
$353K +$1.68K +9 +0.5%
WS
225
Wedbush Securities
California
$353K +$1.87K +10 +0.5%