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Name Holding Trade Value Shares
Change
Change in
Stake
CI
326
CX Institutional
Indiana
$9K +$1.35K +8 +22%
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$8K -$23.2K -138 -78%
GWS
328
Glassman Wealth Services
Virginia
$8K
HNB
329
Huntington National Bank
Ohio
$8K
LC
330
Lindbrook Capital
California
$8K +$2.52K +15 +65%
COCM
331
Charter Oak Capital Management
New Hampshire
$8K +$11.4K +68 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$7K
FCH
333
Freestone Capital Holdings
Washington
$6.72K
RWA
334
Ropes Wealth Advisors
Massachusetts
$6K
FPS
335
Fieldpoint Private Securities
Connecticut
$6K +$5.05K +30 New
EARNEST Partners
336
EARNEST Partners
Georgia
$5K
FTDI
337
First Trust Direct Indexing
Massachusetts
$5K +$4.21K +25 New
VCG
338
Vantage Consulting Group
Virginia
$5K +$4.37K +26 New
APWA
339
Atlas Private Wealth Advisors
New Jersey
$4K +$3.2K +19 New
SWA
340
Sutton Wealth Advisors
Florida
$3.26K
JCM
341
Jacobi Capital Management
Pennsylvania
$3K
SIS
342
Sound Income Strategies
Florida
$3K
ETC
343
Exchange Traded Concepts
Oklahoma
$3K +$2.19K +13 New
TPCW
344
TD Private Client Wealth
New York
$2.44K
TFGT
345
TS Financial Group (TSFG)
Illinois
$2K -$505 -3 -23%
ACM
346
AUA Capital Management
Pennsylvania
$2K
HGWM
347
Harvest Group Wealth Management
Massachusetts
$2K
PWPS
348
Pinnacle Wealth Planning Services
Ohio
$2K +$1.51K +9 New
APC
349
Aspire Private Capital
North Carolina
$1K
BWA
350
BDO Wealth Advisors
Florida
$1K