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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Bayesian Capital Management
New York
$243K +$232K +2,991 New
GIA
127
GHP Investment Advisors
Colorado
$237K +$20.2K +260 +10%
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$218K +$4.74K +61 +2%
MC
129
Moors & Cabot
Massachusetts
$211K
SW
130
SVB Wealth
Massachusetts
$207K -$64K -824 -24%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$181K -$1.63K -21 -0.9%
PA
132
Parallel Advisors
California
$133K -$1.55K -20 -1%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$114K +$31.1K +400 +40%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$96K
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$91K +$87K +1,120 New
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$84K +$1.01K +13 +1%
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$79K +$1.24K +16 +2%
CHP
138
Cable Hill Partners
Oregon
$70K
ACM
139
Armbruster Capital Management
New York
$57K
ZB
140
Zions Bancorporation
Utah
$57K +$51.1K +657 +1,314%
AIP
141
Ameritas Investment Partners
Nebraska
$41K
IA
142
IFP Advisors
Florida
$33K +$3.73K +48 +13%
TCM
143
Tanaka Capital Management
New York
$21K
AssetMark Inc
144
AssetMark Inc
California
$18K +$17.3K +222 New
QCG
145
Quadrant Capital Group
Ohio
$17K
EWM
146
Endurance Wealth Management
Rhode Island
$16K
PCP
147
Proficio Capital Partners
Massachusetts
$16K +$777 +10 +5%
WT
148
Whittier Trust
California
$15K
CTC
149
Central Trust Company
Missouri
$15K +$14.2K +183 New
WIM
150
Westside Investment Management
California
$14.7K