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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
One Wealth Advisors
California
$372K +$12K +2,174 +3%
GHCM
77
Glen Harbor Capital Management
California
$364K
JMPWA
78
JP Morgan Private Wealth Advisors
California
$354K -$238K -43,269 -40%
AG
79
Advisor Group
Arizona
$344K +$173K +31,470 +101%
FPS
80
Fieldpoint Private Securities
Connecticut
$317K -$1.35K -246 -0.4%
YMRC
81
Yorktown Management & Research Company
Virginia
$311K
MCIM
82
Meadow Creek Investment Management
Georgia
$300K
Bank of New York Mellon
83
Bank of New York Mellon
New York
$297K -$138K -25,023 -32%
CSS
84
Cubist Systematic Strategies
Connecticut
$296K -$144K -26,172 -33%
CBB
85
Citizens Business Bank
California
$291K
JA
86
JOYN Advisors
Georgia
$279K -$298K -54,090 -52%
TW
87
Transform Wealth
Colorado
$278K -$20.3K -3,689 -7%
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$269K +$15.5K +2,822 +6%
Citigroup
89
Citigroup
New York
$269K +$168K +30,408 +163%
BL
90
BFSG LLC
California
$263K -$10.2K -1,845 -4%
LC
91
Lourd Capital
California
$256K
VCA
92
Verdence Capital Advisors
Maryland
$241K -$138K -25,133 -36%
PSUF
93
People's United Financial
Connecticut
$236K -$233K -42,352 -50%
EP
94
Elkfork Partners
Oregon
$235K
FAAS
95
First Allied Advisory Services
California
$230K +$144K +26,160 +171%
QCMC
96
Quantum Capital Management (California)
California
$229K +$126K +22,856 +122%
CBU
97
CIBC Bank USA
Illinois
$228K
BCP
98
Blackhawk Capital Partners
Wisconsin
$228K +$228K +41,342 New
AI
99
Atria Investments
North Carolina
$221K +$221K +40,056 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$219K -$2.46K -447 -1%