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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$39K -$11K -216 -22%
RCAG
402
Rehmann Capital Advisory Group
Michigan
$38.2K -$1.47K -29 -4%
GLI
403
Guardian Life Insurance
New York
$36K
HPC
404
HM Payson & Co
Maine
$34K +$32.4K +639 New
EWM
405
Endurance Wealth Management
Rhode Island
$32K
LPWM
406
Lake Point Wealth Management
Texas
$32K
NFG
407
Next Financial Group
Texas
$32K +$31K +611 New
JCM
408
Jacobi Capital Management
Pennsylvania
$30K
RFA
409
Reilly Financial Advisors
California
$27K
RWA
410
Ropes Wealth Advisors
Massachusetts
$27K
PA
411
Parallel Advisors
California
$27K +$10.9K +215 +73%
CAL
412
Capital Analysts LLC
Pennsylvania
$25K +$23.6K +466 New
TFO
413
Tarbox Family Office
California
$23K +$2.64K +52 +14%
APC
414
Aspire Private Capital
North Carolina
$21K
HFM
415
Hartford Financial Management
Connecticut
$21K
LGWM
416
Litman Gregory Wealth Management
California
$21K
SA
417
SRH Advisors
Kansas
$21K
PFGIA
418
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$152 +3 +0.8%
FMP
419
Financial Management Professionals
Texas
$19K
CCM
420
Covington Capital Management
California
$19K +$17.3K +342 +1,368%
SFSIG
421
San Francisco Sentry Investment Group
California
$18K +$3.75K +74 +27%
CBOA
422
Commonwealth Bank of Australia
Australia
$18K +$11K +216 +145%
PCP
423
Proficio Capital Partners
Massachusetts
$18K +$15.7K +310 +1,033%
BAM
424
Barrett Asset Management
New York
$17K -$5.07K -100 -23%
TWA
425
TCI Wealth Advisors
Arizona
$17K +$1.42K +28 +10%