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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
126
Brinker Capital Investments
Pennsylvania
$133K +$25.4K +5,076 +25%
CW
127
CreativeOne Wealth
Kansas
$132K +$1.25K +250 +1%
SRAM
128
Spouting Rock Asset Management
Pennsylvania
$130K +$122K +24,493 New
LPL Financial
129
LPL Financial
California
$124K -$21.2K -4,250 -15%
VCA
130
Verdence Capital Advisors
Maryland
$119K +$46.3K +9,260 +70%
ML
131
Mayport LLC
Massachusetts
$116K
IWC
132
Integrated Wealth Concepts
Massachusetts
$109K +$103K +20,557 New
Jane Street
133
Jane Street
New York
$107K +$101K +20,198 New
WJWM
134
Williams Jones Wealth Management
New York
$106K
ProShare Advisors
135
ProShare Advisors
Maryland
$103K -$60.8K -12,168 -39%
PCS
136
Personal CFO Solutions
New Jersey
$85K -$17.5K -3,500 -18%
PCM
137
Prelude Capital Management
New York
$84K -$40.3K -8,061 -34%
CAG
138
Csenge Advisory Group
Florida
$83K
Citigroup
139
Citigroup
New York
$83K +$20.7K +4,136 +36%
AWM
140
Aprio Wealth Management
Georgia
$79K
NFGH
141
Nan Fung Group Holdings
Hong Kong
$75K
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$75K +$70.4K +14,100 New
BTWM
143
Baker Tilly Wealth Management
Wisconsin
$74K +$70.1K +14,029 New
AIP
144
Ameritas Investment Partners
Nebraska
$69K
SWM
145
SeaCrest Wealth Management
New York
$67K -$32.5K -6,500 -34%
GVAG
146
Great Valley Advisor Group
Delaware
$63K +$1.36K +273 +2%
APG
147
Abacus Planning Group
South Carolina
$62K
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$59K
BWCS
149
Beirne Wealth Consulting Services
Connecticut
$58K
Vanguard Personalized Indexing Management
150
Vanguard Personalized Indexing Management
California
$58K