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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%
Macquarie Group
135
Macquarie Group
Australia
$47.3K +$1.65M +55,573 +4%
JP Morgan Chase
136
JP Morgan Chase
New York
$45K -$4.58K -154 -9%
IA
137
IFP Advisors
Florida
$43K +$25K +840 +1,355%
WTC
138
WhitTier Trust Company
Nevada
$38K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$38K +$14.3K +479 +58%
SPIA
140
Steward Partners Investment Advisory
New York
$37K
FPS
141
Fieldpoint Private Securities
Connecticut
$32K -$447 -15 -1%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$29K -$47K -1,579 -62%
FMP
143
Financial Management Professionals
Texas
$28K +$28.3K +950 New
CFD
144
Creative Financial Designs
Indiana
$24K +$24.6K +825 New
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$7.05K +237 +49%
SGAM
146
Smith Group Asset Management
Texas
$20K +$1.01K +34 +5%
GWS
147
Glassman Wealth Services
Virginia
$19K
AA
148
Addison Advisors
Vermont
$16K +$11.1K +373 +226%
BFC
149
Bedel Financial Consulting
Indiana
$15K
ACA
150
Atlas Capital Advisors
Wyoming
$14.1K