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Name Holding Trade Value Shares
Change
Change in
Stake
CBU
101
CIBC Bank USA
Illinois
$242K – – –
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$240K -$15.1K -446 -6%
FB
103
Fulton Bank
Pennsylvania
$236K -$78.6K -2,317 -26%
CI
104
Capital Innovations
Wisconsin
$227K – – –
PA
105
Parallel Advisors
California
$184K +$77.6K +2,286 +78%
GT
106
Glenmede Trust
Pennsylvania
$176K -$150K -4,433 -47%
PCG
107
Private Capital Group
Connecticut
$144K +$73K +2,150 +111%
JWA
108
JFS Wealth Advisors
Pennsylvania
$143K – – –
JP Morgan Chase
109
JP Morgan Chase
New York
$118K +$61K +1,798 +114%
APA
110
American Portfolios Advisors
New York
$110K +$11.6K +342 +12%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$97.4K – – –
BC
112
Bartlett & Co
Ohio
$97K – – –
VCM
113
Vigilant Capital Management
Maine
$86K +$82.4K +2,428 New
NFG
114
Next Financial Group
Texas
$86K +$82.6K +2,434 New
NFH
115
NEXT Financial Holdings
Texas
$86K +$82.6K +2,434 New
GRP
116
Global Retirement Partners
California
$76K +$12.2K +360 +20%
Bessemer Group
117
Bessemer Group
New Jersey
$75K -$23.1K -681 -25%
LC
118
Lindbrook Capital
California
$72K – – –
OWA
119
One Wealth Advisors
California
$65K +$62.5K +1,842 New
SGAM
120
Smith Group Asset Management
Texas
$64K +$51.6K +1,520 +507%
CMO
121
Covenant Multifamily Offices
Texas
$63K +$60.3K +1,776 New
IDBONY
122
Israel Discount Bank of New York
New York
$54K – – –
FHB
123
First Hawaiian Bank
Hawaii
$53K +$136 +4 +0.3%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$52K +$49.8K +1,468 New
AssetMark Inc
125
AssetMark Inc
California
$51K -$2.38K -70 -5%