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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$10K +$12.8K +402 New
CWP
202
CFM Wealth Partners
Texas
$8K -$5.53K -173 -36%
TWA
203
TCI Wealth Advisors
Arizona
$6K
QCG
204
Quadrant Capital Group
Ohio
$6K +$2.27K +71 +46%
PO
205
Private Ocean
California
$5K
ST
206
Smithfield Trust
Pennsylvania
$5K +$5.75K +180 New
GAM
207
Gemmer Asset Management
California
$3K
IA
208
IFP Advisors
Florida
$3K
LWA
209
Lenox Wealth Advisors
New York
$3K
Bessemer Group
210
Bessemer Group
New Jersey
$2K -$3.45K -108 -55%
ASN
211
Advisory Services Network
Georgia
$2K -$2.52K -79 -48%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
CFG
213
Citizens Financial Group
Rhode Island
$2K +$2.11K +66 New
EI
214
Ellevest Inc
New York
$2K +$2.65K +83 New
HGWM
215
Harvest Group Wealth Management
Massachusetts
$1K -$1.66K -52 -54%
VCM
216
Versant Capital Management
Arizona
$1K -$64 -2 -3%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$1K
CAW
218
Cornerstone Advisors (Washington)
Washington
$1K
SL
219
Savior LLC
Massachusetts
$1K
BCA
220
Berman Capital Advisors
Georgia
$1K +$959 +30 +111%
PWMG
221
Prestige Wealth Management Group
New Jersey
$1K +$1.47K +46 New
PA
222
Parallel Advisors
California
$1K +$1.63K +51 New
BTW
223
Boston Trust Walden
Massachusetts
-$12.4M -339,277 Closed
LSV Asset Management
224
LSV Asset Management
Illinois
-$9.25M -252,499 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
225
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$8.41M -229,402 Closed