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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HighMark Wealth Management
Minnesota
$308K
B
152
Bailard
California
$298K +$300K +8,701 New
CAN
153
Cetera Advisor Networks
California
$294K +$16K +463 +6%
AFO
154
Allie Family Office
Florida
$291K
SIA
155
Schechter Investment Advisors
Michigan
$290K +$292K +8,462 New
BWP
156
BSW Wealth Partners
Colorado
$284K +$286K +8,294 New
SGI
157
Summit Global Investments
Utah
$279K +$281K +8,143 New
Fisher Asset Management
158
Fisher Asset Management
Washington
$273K +$14.8K +428 +6%
WAM
159
WNY Asset Management
New York
$264K -$31K -900 -10%
PA
160
Parallel Advisors
California
$262K -$3.45K -100 -1%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$261K +$263K +7,627 New
BIM
162
Baldwin Investment Management
Pennsylvania
$259K -$1.72K -50 -0.7%
GT
163
Glenmede Trust
Pennsylvania
$254K -$18.8K -544 -7%
WS
164
Wedbush Securities
California
$249K -$2K -58 -0.8%
VT
165
Vise Technologies
New York
$249K +$251K +7,272 New
GF
166
Gabelli Funds
New York
$240K
LGF
167
LGT Group Foundation
Liechtenstein
$240K
FTUS
168
Flow Traders U.S.
New York
$239K -$1.24K -36 -0.5%
GC
169
Guggenheim Capital
Illinois
$238K -$57.8K -1,675 -19%
PCS
170
Personal CFO Solutions
New Jersey
$234K +$235K +6,828 New
Twin Tree Management
171
Twin Tree Management
Texas
$230K -$5.2M -150,796 -96%
GWM
172
Geneos Wealth Management
Colorado
$229K +$138 +4 +0.1%
CG
173
Caprock Group
Idaho
$226K +$211K +6,131 New
SW
174
SVB Wealth
Massachusetts
$218K +$221K +6,395 New
Prudential Financial
175
Prudential Financial
New Jersey
$217K +$219K +6,337 New