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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
151
Harbor Investment Advisory
Maryland
$50K +$38.8K +814 +188%
Macquarie Group
152
Macquarie Group
Australia
$49K +$58.6K +1,230 New
WPWM
153
Western Pacific Wealth Management
Illinois
$48K – – –
SWM
154
Spire Wealth Management
Virginia
$40K -$13.4K -282 -22%
Bessemer Group
155
Bessemer Group
New Jersey
$36K -$68.4K -1,436 -61%
AssetMark Inc
156
AssetMark Inc
California
$33K -$2.05K -43 -5%
PFS
157
Prospera Financial Services
Texas
$32K +$38.4K +806 New
PA
158
Parallel Advisors
California
$31K -$32.5K -683 -47%
ZB
159
Zions Bancorporation
Utah
$31K -$762 -16 -2%
FPS
160
Fieldpoint Private Securities
Connecticut
$30K -$13.1K -275 -27%
PCG
161
Private Capital Group
Connecticut
$30K +$143 +3 +0.4%
UB
162
UMB Bank
Missouri
$24K -$2.33K -49 -7%
JWA
163
JFS Wealth Advisors
Pennsylvania
$24K +$10.3K +216 +56%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$23K +$4.05K +85 +17%
GWS
165
Glassman Wealth Services
Virginia
$21K -$5.52K -116 -18%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$3.86K -81 -14%
HR
167
Howe & Rusling
New York
$20K -$3.67K -77 -14%
PMFA
168
Plante Moran Financial Advisors
Michigan
$20K – – –
WT
169
Washington Trust
Rhode Island
$20K – – –
KFP
170
KB Financial Partners
New Jersey
$20K +$905 +19 +4%
GRP
171
Global Retirement Partners
California
$19K +$22K +463 New
FRA
172
Front Row Advisors
California
$18K -$48 -1 -0.2%
WTC
173
WhitTier Trust Company
Nevada
$16K – – –
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$16K +$18.6K +390 New
JWM
175
Janiczek Wealth Management
Colorado
$15K -$23.1K -486 -56%