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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$16K +$9.15K +172 New
PCP
202
Proficio Capital Partners
Massachusetts
$15K -$160 -3 -1%
MOS
203
MGO One Seven
Ohio
$13K +$12.6K +236 New
SEI Investments
204
SEI Investments
Pennsylvania
$10K – – –
FANJ
205
Financial Architects (New Jersey)
New Jersey
$9K – – –
EWM
206
Evercore Wealth Management
New York
$8K – – –
AF
207
Allworth Financial
California
$7K – – –
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
Macquarie Group
209
Macquarie Group
Australia
$7K – – –
TA
210
Teachers Advisors
New York
$7K – – –
WT
211
Whittier Trust
California
$7K – – –
LIA
212
LS Investment Advisors
Michigan
$6K – – –
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$5K – – –
WA
214
Winfield Associates
Ohio
$4K – – –
VFA
215
Valeo Financial Advisors
Indiana
$3K +$2.82K +53 New
Bessemer Group
216
Bessemer Group
New Jersey
$2K – – –
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
EARNEST Partners
218
EARNEST Partners
Georgia
$2K +$1.65K +31 New
OWA
219
One Wealth Advisors
California
$2K +$1.7K +32 New
WC
220
Whitnell & Co
Illinois
$2K +$1.97K +37 New
RPC
221
Rossmore Private Capital
Connecticut
$1.36K +$1.33K +25 New
Canada Pension Plan Investment Board
222
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$3.41K -64 -86%
IA
223
IFP Advisors
Florida
$1K – – –
AssetMark Inc
224
AssetMark Inc
California
$1K +$319 +6 +100%
Credit Agricole
225
Credit Agricole
France
– -$33.1M -638,461 Closed