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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
151
9258 Wealth Management
Ohio
$207K +$200K +6,431 New
CAM
152
Cresset Asset Management
Illinois
$207K +$200K +6,441 New
Creative Planning
153
Creative Planning
Kansas
$201K -$136K -4,369 -41%
PA
154
Parallel Advisors
California
$198K +$24.7K +796 +15%
KOCAA
155
Knights of Columbus Asset Advisors
Connecticut
$196K
QCG
156
Quadrant Capital Group
Ohio
$196K +$33.3K +1,071 +21%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$165K +$159K +5,118 New
MHR
158
Matthew Hamilton Rosenberg
$156K
PK
159
Pflug Koory
Nebraska
$152K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$147K +$21.1K +678 +17%
TRCT
161
Tower Research Capital (TRC)
New York
$128K +$71.7K +2,307 +139%
Bessemer Group
162
Bessemer Group
New Jersey
$128K +$94.6K +3,045 +324%
JWM
163
Janiczek Wealth Management
Colorado
$121K +$18.4K +591 +19%
LC
164
Lindbrook Capital
California
$117K +$8.95K +288 +9%
CWP
165
Concord Wealth Partners
Virginia
$100K +$23.2K +747 +32%
JWA
166
JFS Wealth Advisors
Pennsylvania
$99K -$3.11K -100 -3%
GRP
167
Global Retirement Partners
California
$97K +$13.7K +440 +17%
CAL
168
Capital Analysts LLC
Pennsylvania
$88K +$46.6K +1,499 +121%
FPS
169
Fieldpoint Private Securities
Connecticut
$87K -$155 -5 -0.2%
GWM
170
Geneos Wealth Management
Colorado
$85K +$3.11K +100 +4%
BWP
171
Baldwin Wealth Partners
Massachusetts
$74K -$3.54K -114 -5%
CFG
172
CKW Financial Group
Hawaii
$68K +$65.3K +2,100 New
JP Morgan Chase
173
JP Morgan Chase
New York
$66K +$25.1K +807 +64%
LWCFA
174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K +$62.6K +2,016 New
HI
175
Harbour Investments
Wisconsin
$63K +$11.2K +361 +23%