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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$240K +$56.7K +1,987 +24%
CCA
102
Checchi Capital Advisers
California
$237K -$21.3K -748 -7%
WI
103
WrapManager Inc
California
$237K -$2.08K -73 -0.7%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$231K +$30.6K +1,072 +12%
PCS
105
Personal CFO Solutions
New Jersey
$223K -$28.4K -995 -10%
SC
106
SouthState Corp
Florida
$177K -$22.4K -785 -10%
EDRH
107
Edmond de Rothschild Holding
Switzerland
$145K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$137K +$164K +5,746 New
ERSOT
109
Employees Retirement System of Texas
Texas
$129K +$154K +5,412 New
JP Morgan Chase
110
JP Morgan Chase
New York
$98K +$72.7K +2,549 +164%
SWM
111
Spire Wealth Management
Virginia
$92K +$61.2K +2,147 +124%
JWA
112
JFS Wealth Advisors
Pennsylvania
$81K +$1.51K +53 +2%
BTI
113
Blue Trust Inc
Georgia
$73K +$70.5K +2,473 New
BBHC
114
Brown Brothers Harriman & Co
New York
$69K – – –
TPCW
115
TD Private Client Wealth
New York
$63.7K -$376K -13,180 -83%
LC
116
Lindbrook Capital
California
$63K +$9.21K +323 +14%
GRP
117
Global Retirement Partners
California
$52K -$2.23K -78 -3%
Bessemer Group
118
Bessemer Group
New Jersey
$49K – – –
IA
119
IFP Advisors
Florida
$43K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$39K +$9.87K +346 +27%
ACM
121
Aquatic Capital Management
Illinois
$38K +$45.6K +1,600 New
PA
122
Parallel Advisors
California
$36K -$4.71K -165 -10%
AS
123
Altshuler Shaham
Israel
$36K +$42.8K +1,500 New
SFO
124
Standard Family Office
South Dakota
$33K +$39.3K +1,379 New
WTC
125
WhitTier Trust Company
Nevada
$31K – – –