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