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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
401
Fieldpoint Private Securities
Connecticut
$40K +$38K +750 New
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$39K -$11K -216 -22%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$38.2K -$1.47K -29 -4%
GLI
404
Guardian Life Insurance
New York
$36K – – –
HPC
405
HM Payson & Co
Maine
$34K +$32.4K +639 New
EWM
406
Endurance Wealth Management
Rhode Island
$32K – – –
LPWM
407
Lake Point Wealth Management
Texas
$32K – – –
NFG
408
Next Financial Group
Texas
$32K +$31K +611 New
JCM
409
Jacobi Capital Management
Pennsylvania
$30K – – –
RFA
410
Reilly Financial Advisors
California
$27K – – –
RWA
411
Ropes Wealth Advisors
Massachusetts
$27K – – –
PA
412
Parallel Advisors
California
$27K +$10.9K +215 +73%
CAL
413
Capital Analysts LLC
Pennsylvania
$25K +$23.6K +466 New
TFO
414
Tarbox Family Office
California
$23K +$2.64K +52 +14%
APC
415
Aspire Private Capital
North Carolina
$21K – – –
HFM
416
Hartford Financial Management
Connecticut
$21K – – –
LGWM
417
Litman Gregory Wealth Management
California
$21K – – –
SA
418
SRH Advisors
Kansas
$21K – – –
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$152 +3 +0.8%
FMP
420
Financial Management Professionals
Texas
$19K – – –
CCM
421
Covington Capital Management
California
$19K +$17.3K +342 +1,368%
SFSIG
422
San Francisco Sentry Investment Group
California
$18K +$3.75K +74 +27%
CBOA
423
Commonwealth Bank of Australia
Australia
$18K +$11K +216 +145%
PCP
424
Proficio Capital Partners
Massachusetts
$18K +$15.7K +310 +1,033%
BAM
425
Barrett Asset Management
New York
$17K -$5.07K -100 -23%