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Name Holding Trade Value Shares
Change
Change in
Stake
M
626
MOTCO
Texas
$104K -$7.43K -119 -7%
ARMT
627
Amica Retiree Medical Trust
Rhode Island
$104K – – –
FWM
628
Focused Wealth Management
New York
$102K – – –
AOWM
629
Alpha Omega Wealth Management
Virginia
$101K – – –
NSIM
630
North Star Investment Management
Illinois
$99K – – –
SWM
631
SeaCrest Wealth Management
New York
$98K -$1.69K -27 -2%
Rockefeller Capital Management
632
Rockefeller Capital Management
New York
$96K +$93.9K +1,503 New
CAC
633
Certified Advisory Corp
Florida
$95K +$687 +11 +0.7%
Acadian Asset Management
634
Acadian Asset Management
Massachusetts
$89K -$178K -2,849 -67%
HI
635
Hudock Inc
Pennsylvania
$89K -$14.9K -239 -15%
PG
636
Proffitt & Goodson
Tennessee
$88K +$86.4K +1,383 New
SWP
637
Strategic Wealth Partners
Ohio
$83K -$7K -112 -8%
EFSCE
638
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$3.12K +50 +4%
GEA
639
Glen Eagle Advisors
New Jersey
$75K – – –
OFW
640
Omnia Family Wealth
Florida
$74K – – –
OWD
641
Osborn Williams & Donohoe
Ohio
$74K +$75K +1,200 New
OIA
642
OneDigital Investment Advisors
Kansas
$70K – – –
HR
643
Howe & Rusling
New York
$69K -$70.1K -1,122 -51%
AWM
644
Aevitas Wealth Management
Massachusetts
$69K +$250 +4 +0.4%
CAL
645
Capital Advisors Ltd
Ohio
$66K – – –
GLI
646
Guardian Life Insurance
New York
$66K +$1.31K +21 +2%
RA
647
Rational Advisors
New York
$63K +$25.6K +409 +70%
ACA
648
Atlas Capital Advisors
Wyoming
$61K – – –
DWM
649
Destination Wealth Management
California
$59K +$2.69K +43 +5%
RFA
650
Reilly Financial Advisors
California
$59K +$20K +320 +53%