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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
476
Berman Capital Advisors
Georgia
$120K +$22.7K +465 +23%
CG
477
Cutler Group
California
$120K +$122K +2,495 New
SPWG
478
Sage Private Wealth Group
Illinois
$117K – – –
DFCM
479
Dark Forest Capital Management
Puerto Rico
$115K +$116K +2,374 New
HFM
480
Harvest Fund Management
China
$111K +$46.1K +943 +70%
Cohen & Steers
481
Cohen & Steers
New York
$108K +$22.7K +465 +26%
WTC
482
WhitTier Trust Company
Nevada
$105K – – –
AIC
483
Archer Investment Corporation
Indiana
$76.4K +$14.1K +289 +22%
GWM
484
Geneos Wealth Management
Colorado
$75K +$40K +818 +117%
TWM
485
Tradition Wealth Management
Minnesota
$72K – – –
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
NFG
487
Next Financial Group
Texas
$66K +$4.69K +96 +8%
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$63K +$36.9K +755 +131%
QCG
489
Quadrant Capital Group
Ohio
$50K +$733 +15 +1%
PMFA
490
Plante Moran Financial Advisors
Michigan
$45K -$368K -7,538 -89%
FWM
491
Focused Wealth Management
New York
$42K – – –
SA
492
SRH Advisors
Kansas
$41K – – –
CP
493
Castleview Partners
Texas
$40K +$40.8K +836 New
AA
494
AlphaMark Advisors
Kentucky
$36K – – –
IPW
495
IronBridge Private Wealth
Texas
$36K – – –
TPCW
496
TD Private Client Wealth
New York
$35.3K -$1.73M -35,321 -98%
ASN
497
Advisory Services Network
Georgia
$35K +$35.3K +723 New
AF
498
Allworth Financial
California
$32K – – –
EI
499
Ellevest Inc
New York
$32K +$6.89K +141 +27%
1IA
500
1834 Investment Advisors
Wisconsin
$31K +$14.2K +290 +80%