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Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$388K -$6.68K -74 -2%
PP
102
PDS Planning
Ohio
$379K -$4.24K -47 -1%
Lazard Asset Management
103
Lazard Asset Management
New York
$374K
AAS
104
Ameritas Advisory Services
Nebraska
$365K +$25.5K +282 +8%
PA
105
Parallel Advisors
California
$357K -$8.31K -92 -2%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$356K +$38.8K +430 +13%
HF
107
HRT Financial
New York
$346K +$329K +3,645 New
AC
108
AXQ Capital
New Jersey
$338K +$321K +3,557 New
WA
109
Wealth Architects
California
$332K
BTI
110
Blue Trust Inc
Georgia
$323K +$116K +1,284 +69%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$311K +$13.5K +149 +5%
SCP
112
Sivia Capital Partners
California
$302K +$287K +3,180 New
LC
113
Lindbrook Capital
California
$302K -$1.45K -16 -0.5%
WI
114
WrapManager Inc
California
$295K -$5.15K -57 -2%
SA
115
Shilanski & Associates
Alaska
$290K +$1.45K +16 +0.5%
UCFA
116
United Capital Financial Advisors
Texas
$281K +$267K +2,957 New
BHPW
117
Beverly Hills Private Wealth
California
$268K -$8.04K -89 -3%
PWPS
118
Pinnacle Wealth Planning Services
Ohio
$264K -$4.79K -53 -2%
Pacer Advisors
119
Pacer Advisors
Pennsylvania
$252K -$15.7K -174 -6%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$251K -$87.8K -972 -27%
CA
121
Claro Advisors
Massachusetts
$250K +$2.98K +33 +1%
BCM
122
Bayesian Capital Management
New York
$241K +$229K +2,536 New
SW
123
SVB Wealth
Massachusetts
$235K -$25.8K -286 -10%
FG
124
Foster Group
Iowa
$222K
PCS
125
Personal CFO Solutions
New Jersey
$217K -$6.59K -73 -3%