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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$240K -$15.1K -446 -6%
FB
102
Fulton Bank
Pennsylvania
$236K -$78.6K -2,317 -26%
CI
103
Capital Innovations
Wisconsin
$227K
PA
104
Parallel Advisors
California
$184K +$77.6K +2,286 +78%
PCG
105
Private Capital Group
Connecticut
$144K +$73K +2,150 +111%
JWA
106
JFS Wealth Advisors
Pennsylvania
$143K
JP Morgan Chase
107
JP Morgan Chase
New York
$118K +$61K +1,798 +114%
APA
108
American Portfolios Advisors
New York
$110K +$11.6K +342 +12%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$97.4K
BC
110
Bartlett & Co
Ohio
$97K
VCM
111
Vigilant Capital Management
Maine
$86K +$82.4K +2,428 New
NFG
112
Next Financial Group
Texas
$86K +$82.6K +2,434 New
NFH
113
NEXT Financial Holdings
Texas
$86K +$82.6K +2,434 New
GRP
114
Global Retirement Partners
California
$76K +$12.2K +360 +20%
Bessemer Group
115
Bessemer Group
New Jersey
$75K -$23.1K -681 -25%
LC
116
Lindbrook Capital
California
$72K
OWA
117
One Wealth Advisors
California
$65K +$62.5K +1,842 New
SGAM
118
Smith Group Asset Management
Texas
$64K +$51.6K +1,520 +507%
CMO
119
Covenant Multifamily Offices
Texas
$63K +$60.3K +1,776 New
IDBONY
120
Israel Discount Bank of New York
New York
$54K
FHB
121
First Hawaiian Bank
Hawaii
$53K +$136 +4 +0.3%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$52K +$49.8K +1,468 New
AssetMark Inc
123
AssetMark Inc
California
$51K -$2.38K -70 -5%
SEI Investments
124
SEI Investments
Pennsylvania
$50K +$9.3K +274 +23%
HNB
125
Huntington National Bank
Ohio
$49K -$24.6K -724 -34%