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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$151K -$746K -20,151 -83%
PCM
202
PenderFund Capital Management
British Columbia, Canada
$113K – – –
Lazard Asset Management
203
Lazard Asset Management
New York
$94K +$32.5K +878 +48%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$83K +$10.6K +285 +14%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$77K +$51.7K +1,397 +178%
S
206
SignatureFD
Georgia
$66K +$51.6K +1,394 +303%
AF
207
Allworth Financial
California
$52K +$54.4K +1,470 +49,000%
AIG
208
American International Group
New York
$47K -$8.18K -221 -14%
SN
209
Sittner & Nelson
Oregon
$35K – – –
QCG
210
Quadrant Capital Group
Ohio
$35K +$35.7K +965 +4,595%
AssetMark Inc
211
AssetMark Inc
California
$31K +$15.6K +422 +94%
PA
212
Parallel Advisors
California
$29K +$14K +379 +84%
AA
213
AlphaMark Advisors
Kentucky
$27K – – –
BTI
214
Blue Trust Inc
Georgia
$26K +$23.7K +640 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$19K -$264K -7,118 -93%
FCA
216
FinTrust Capital Advisors
South Carolina
$18K +$5.92K +160 +65%
TFP
217
Tilia Fiduciary Partners
North Carolina
$15K – – –
IUHSA
218
Itau Unibanco Holding S.A.
Brazil
$15K +$629 +17 +4%
APA
219
American Portfolios Advisors
New York
$14.9K -$13K -350 -45%
SWM
220
Selective Wealth Management
Virginia
$11K – – –
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$6K -$19.4K -525 -75%
SWM
222
Spire Wealth Management
Virginia
$6K -$1.55K -42 -21%
TFS
223
TrustCore Financial Services
Tennessee
$6K – – –
PTC
224
Private Trust Company
Ohio
$6K +$6.55K +177 New
WWP
225
WR Wealth Planners
Missouri
$5.17K – – –