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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$250K +$4.92K +202 +2%
SC
77
SouthState Corp
Florida
$249K -$50K -2,049 -18%
Vanguard Personalized Indexing Management
78
Vanguard Personalized Indexing Management
California
$248K +$226K +9,263 New
CCA
79
Checchi Capital Advisers
California
$247K -$11.9K -488 -5%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$233K +$213K +8,725 New
RWM
81
Ritholtz Wealth Management
New York
$224K -$147K -6,036 -42%
HighTower Advisors
82
HighTower Advisors
Illinois
$207K +$188K +7,706 New
RJT
83
Raymond James Trust
Florida
$204K +$186K +7,621 New
LPL Financial
84
LPL Financial
California
$203K +$185K +7,587 New
EDRH
85
Edmond de Rothschild Holding
Switzerland
$163K
JWA
86
JFS Wealth Advisors
Pennsylvania
$129K
PA
87
Parallel Advisors
California
$78K +$46.8K +1,920 +195%
Bessemer Group
88
Bessemer Group
New Jersey
$58K -$4.68K -192 -8%
GRP
89
Global Retirement Partners
California
$57K +$3.36K +138 +7%
LC
90
Lindbrook Capital
California
$56K +$2.56K +105 +5%
TPCW
91
TD Private Client Wealth
New York
$47.7K
JP Morgan Chase
92
JP Morgan Chase
New York
$38K -$3.58K -147 -9%
SPIA
93
Steward Partners Investment Advisory
New York
$34K
LWM
94
Liberty Wealth Management
California
$22K +$17.8K +731 +2,611%
WTC
95
WhitTier Trust Company
Nevada
$22K +$19.9K +815 New
SWM
96
Spire Wealth Management
Virginia
$21K
SGAM
97
Smith Group Asset Management
Texas
$15K -$1.61K -66 -11%
FPS
98
Fieldpoint Private Securities
Connecticut
$15K
FMP
99
Financial Management Professionals
Texas
$15K +$13.3K +546 New
BFC
100
Bedel Financial Consulting
Indiana
$13K