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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$270K -$34.8K -925 -11%
AWM
377
Accurate Wealth Management
Florida
$264K -$124K -3,290 -32%
SCM
378
Sterling Capital Management
North Carolina
$263K -$525K -13,964 -66%
SCM
379
Shelton Capital Management
Colorado
$263K +$271K +7,208 New
BWCS
380
Beirne Wealth Consulting Services
Connecticut
$258K – – –
WG
381
Winton Group
United Kingdom
$258K +$266K +7,071 New
CG
382
CFO4Life Group
Texas
$257K -$22.7K -604 -8%
BP
383
Ballentine Partners
Massachusetts
$256K -$7.19K -191 -3%
SFC
384
SYM Financial Corp
Indiana
$256K -$903 -24 -0.3%
HTC
385
Haverford Trust Company
Pennsylvania
$255K – – –
RDWM
386
Red Door Wealth Management
Tennessee
$254K – – –
PWM
387
Perigon Wealth Management
California
$253K +$16K +425 +7%
S
388
SignatureFD
Georgia
$250K +$188 +5 +0.1%
ET
389
Entropy Technologies
New York
$249K -$2.47M -65,513 -91%
PWM
390
Partnership Wealth Management
Maryland
$246K – – –
BIG
391
Brooklyn Investment Group
New York
$245K +$46.9K +1,246 +23%
EC
392
EntryPoint Capital
New York
$243K – – –
JWM
393
Jeppson Wealth Management
California
$241K – – –
SAM
394
Smartleaf Asset Management
Massachusetts
$241K -$5.79K -154 -2%
Truist Financial
395
Truist Financial
North Carolina
$240K -$119K -3,172 -33%
SPC
396
Sigma Planning Corp
Michigan
$239K +$26.9K +714 +12%
DC
397
Davenport & Co
Virginia
$237K -$26.3K -698 -10%
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$236K – – –
HFM
399
Harvest Fund Management
China
$235K -$1.48M -39,446 -86%
PI
400
PFG Investments
New York
$235K -$87K -2,313 -26%