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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$132K +$28.5K +11,691 +27%
Bessemer Group
202
Bessemer Group
New Jersey
$132K +$108K +44,556 +436%
Osaic Holdings
203
Osaic Holdings
Arizona
$123K -$14.9K -6,128 -11%
EWA
204
EP Wealth Advisors
California
$122K +$123K +50,726 New
CFA
205
Capstone Financial Advisors
Illinois
$121K
IAS
206
Insigneo Advisory Services
Florida
$117K +$24.2K +9,964 +26%
GH
207
GAM Holding
Switzerland
$116K +$117K +48,000 New
FCH
208
Freestone Capital Holdings
Washington
$113K -$14.8K -6,070 -11%
WFI
209
West Family Investments
California
$113K +$114K +46,928 New
HIP
210
HUB Investment Partners
Texas
$112K -$17.6K -7,234 -14%
AIM
211
Alhambra Investment Management
Florida
$110K +$112K +45,829 New
PAS
212
Park Avenue Securities
New York
$110K +$9.49K +3,898 +9%
JG
213
Jain Global
New York
$108K -$140K -57,602 -56%
AWM
214
Aprio Wealth Management
Georgia
$108K +$59.5K +24,469 +121%
WG
215
Welch Group
Alabama
$107K +$312 +128 +0.3%
VA
216
Vident Advisory
Georgia
$105K -$389K -159,806 -79%
BEAM
217
Baker Ellis Asset Management
Washington
$101K
SWM
218
Spire Wealth Management
Virginia
$101K -$8.95K -3,678 -8%
AIM
219
Aigen Investment Management
New York
$97.4K +$98.4K +40,434 New
MFIM
220
Mesirow Financial Investment Management
Illinois
$97K +$18.9K +7,783 +24%
KA
221
Kercheville Advisors
Texas
$95K +$95.9K +39,400 New
BWM
222
Bulltick Wealth Management
Florida
$92.8K +$93.7K +38,511 New
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$92.8K
PA
224
Parallel Advisors
California
$92.1K +$37K +15,189 +66%
HT
225
Headlands Technologies
Illinois
$91.9K +$92.8K +38,132 New