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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
151
Proficio Capital Partners
Massachusetts
$25K
UBS AM
152
UBS AM
Illinois
$24.7K -$12.4K -652 -33%
RCM
153
Riverhead Capital Management
Delaware
$19K -$19K -1,000 -50%
RFA
154
Reilly Financial Advisors
California
$19K
LC
155
Lindbrook Capital
California
$19K +$20.7K +1,086 New
NA
156
Neuburgh Advisers
California
$18K -$16.4K -864 -48%
ASN
157
Advisory Services Network
Georgia
$16K -$88.5K -4,654 -84%
LJHT
158
Laurie J. Hall Trustee
$11K -$1.71K -90 -15%
CBOA
159
Commonwealth Bank of Australia
Australia
$7K
PFO
160
Pathstone Family Office
New Jersey
$6K +$6.11K +321 New
AIA
161
Alera Investment Advisors
Illinois
$6K +$6.39K +336 New
FHB
162
First Hawaiian Bank
Hawaii
$5K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$4K
BCA
164
Berman Capital Advisors
Georgia
$4K +$4.77K +251 New
GRP
165
Global Retirement Partners
California
$3K -$761 -40 -21%
EARNEST Partners
166
EARNEST Partners
Georgia
$2K
PCG
167
Private Capital Group
Connecticut
$2K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1K
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$1K +$571 +30 New
PWMG
171
Prestige Wealth Management Group
New Jersey
$1K +$704 +37 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.35K +71 New
AC
173
Avestar Capital
New York
$1K +$2.51K +132 New
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
-$2.27M -111,875 Closed
TAM
175
TFG Asset Management
Cayman Islands
-$1.93M -94,800 Closed