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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$128K +$93.1K +3,127 +249%
JWA
127
JFS Wealth Advisors
Pennsylvania
$98K -$46.3K -1,557 -32%
BBHC
128
Brown Brothers Harriman & Co
New York
$85K +$83.9K +2,819 +3,614%
LC
129
Lindbrook Capital
California
$68K -$5.78K -194 -8%
GRP
130
Global Retirement Partners
California
$67K +$67.9K +2,282 New
Bessemer Group
131
Bessemer Group
New Jersey
$60K – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$56K +$31.3K +1,052 +114%
SWM
133
Spire Wealth Management
Virginia
$51K -$41.5K -1,394 -45%
PA
134
Parallel Advisors
California
$50K -$50.4K -1,694 -50%
JP Morgan Chase
135
JP Morgan Chase
New York
$45K -$4.58K -154 -9%
IA
136
IFP Advisors
Florida
$43K +$25K +840 +1,355%
WTC
137
WhitTier Trust Company
Nevada
$38K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$38K +$14.3K +479 +58%
SPIA
139
Steward Partners Investment Advisory
New York
$37K – – –
FPS
140
Fieldpoint Private Securities
Connecticut
$32K -$447 -15 -1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$29K -$47K -1,579 -62%
FMP
142
Financial Management Professionals
Texas
$28K +$28.3K +950 New
CFD
143
Creative Financial Designs
Indiana
$24K +$24.6K +825 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$7.05K +237 +49%
SGAM
145
Smith Group Asset Management
Texas
$20K +$1.01K +34 +5%
GWS
146
Glassman Wealth Services
Virginia
$19K – – –
AA
147
Addison Advisors
Vermont
$16K +$11.1K +373 +226%
BFC
148
Bedel Financial Consulting
Indiana
$15K – – –
ACA
149
Atlas Capital Advisors
Wyoming
$14.1K – – –
PCG
150
Private Capital Group
Connecticut
$13K +$1.07K +36 +9%