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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Checchi Capital Advisers
California
$237K -$21.3K -748 -7%
WI
102
WrapManager Inc
California
$237K -$2.08K -73 -0.7%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$231K +$30.6K +1,072 +12%
PCS
104
Personal CFO Solutions
New Jersey
$223K -$28.4K -995 -10%
SC
105
SouthState Corp
Florida
$177K -$22.4K -785 -10%
EDRH
106
Edmond de Rothschild Holding
Switzerland
$145K
TRCT
107
Tower Research Capital (TRC)
New York
$137K +$164K +5,746 New
ERSOT
108
Employees Retirement System of Texas
Texas
$129K +$154K +5,412 New
JP Morgan Chase
109
JP Morgan Chase
New York
$98K +$72.7K +2,549 +164%
SWM
110
Spire Wealth Management
Virginia
$92K +$61.2K +2,147 +124%
JWA
111
JFS Wealth Advisors
Pennsylvania
$81K +$1.51K +53 +2%
BTI
112
Blue Trust Inc
Georgia
$73K +$70.5K +2,473 New
BBHC
113
Brown Brothers Harriman & Co
New York
$69K
TPCW
114
TD Private Client Wealth
New York
$63.7K -$376K -13,180 -83%
LC
115
Lindbrook Capital
California
$63K +$9.21K +323 +14%
GRP
116
Global Retirement Partners
California
$52K -$2.23K -78 -3%
Bessemer Group
117
Bessemer Group
New Jersey
$49K
IA
118
IFP Advisors
Florida
$43K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$39K +$9.87K +346 +27%
ACM
120
Aquatic Capital Management
Illinois
$38K +$45.6K +1,600 New
PA
121
Parallel Advisors
California
$36K -$4.71K -165 -10%
AS
122
Altshuler Shaham
Israel
$36K +$42.8K +1,500 New
SFO
123
Standard Family Office
South Dakota
$33K +$39.3K +1,379 New
WTC
124
WhitTier Trust Company
Nevada
$31K
SPIA
125
Steward Partners Investment Advisory
New York
$30K