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Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$63K -$2.27K -485 -3%
PA
127
Parallel Advisors
California
$60K +$935 +200 +2%
PFO
128
Pathstone Family Office
New Jersey
$58K +$4.89K +1,045 +9%
KP
129
Keel Point
Alabama
$57K
JWA
130
JFS Wealth Advisors
Pennsylvania
$57K +$987 +211 +2%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$57K +$3.04K +651 +6%
RVPG
132
Relative Value Partners Group
$57K +$4.89K +1,045 +10%
RJT
133
Raymond James Trust
Florida
$55K +$54K +11,553 New
BCI
134
Brinker Capital Investments
Pennsylvania
$54K -$2.4K -513 -4%
Bessemer Group
135
Bessemer Group
New Jersey
$54K +$43.9K +9,396 +476%
FPS
136
Fieldpoint Private Securities
Connecticut
$53K +$10.7K +2,295 +26%
CAM
137
Cresset Asset Management
Illinois
$51K -$85.6K -18,303 -63%
OC
138
Oppenheimer & Co
New York
$51K
CG
139
Caprock Group
Idaho
$50K -$599 -128 -1%
FCH
140
Freestone Capital Holdings
Washington
$50K +$49.4K +10,571 New
FIM
141
Fruth Investment Management
Texas
$49K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9K -$4.88K -1,043 -11%
SSB
143
Sandy Spring Bank
Maryland
$40K
Marshall Wace
144
Marshall Wace
United Kingdom
$40K +$40.1K +8,565 New
JP Morgan Chase
145
JP Morgan Chase
New York
$35K -$21.7K -4,649 -38%
TWM
146
Tradition Wealth Management
Minnesota
$33K
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$33K +$25.5K +5,457 +347%
CFA
148
Carroll Financial Associates
North Carolina
$32K
CFG
149
CKW Financial Group
Hawaii
$30K
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K