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Name Holding Trade Value Shares
Change
Change in
Stake
RE
151
RBC Europe
United Kingdom
$15.9K +$15.8K +459 New
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$9K +$1.41K +41 +18%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$8K +$8.28K +241 New
PA
154
Parallel Advisors
California
$7K -$8.56K -249 -55%
SPIA
155
Steward Partners Investment Advisory
New York
$7K -$1.55K -45 -17%
FRA
156
Front Row Advisors
California
$7K -$103 -3 -1%
SWM
157
SeaCrest Wealth Management
New York
$7K
PMFA
158
Plante Moran Financial Advisors
Michigan
$7K +$6.63K +193 New
SHJ
159
Sharkey, Howes & Javer
Colorado
$6K
WTC
160
WhitTier Trust Company
Nevada
$6K
CFA
161
Carroll Financial Associates
North Carolina
$5K
POIA
162
Pin Oak Investment Advisors
Texas
$5K
HMS
163
Hanseatic Management Services
New Mexico
$5K +$4.64K +135 New
LIA
164
LS Investment Advisors
Michigan
$4K
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K
WC
166
Whitnell & Co
Illinois
$4K
HNB
167
Huntington National Bank
Ohio
$4K +$859 +25 +26%
WIM
168
Westside Investment Management
California
$3.42K +$3.44K +100 New
FANJ
169
Financial Architects (New Jersey)
New Jersey
$3K
IA
170
IFP Advisors
Florida
$3K
GAM
171
Gemmer Asset Management
California
$3K +$2.65K +77 New
CIP
172
Convergence Investment Partners
Florida
$3K +$2.85K +83 New
ASN
173
Advisory Services Network
Georgia
$3K +$3.33K +97 New
TL
174
TrueWealth LLC
Georgia
$2K -$2.41K -70 -54%
GFP
175
Gryphon Financial Partners
Ohio
$2K