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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
126
Beverly Hills Private Wealth
California
$205K +$181K +2,945 New
SW
127
SVB Wealth
Massachusetts
$202K +$179K +2,898 New
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$202K +$178K +2,896 New
ONB
129
Old National Bancorp
Indiana
$201K +$178K +2,885 New
WI
130
WrapManager Inc
California
$200K +$177K +2,876 New
JWM
131
Janiczek Wealth Management
Colorado
$177K -$3.21K -52 -2%
Bessemer Group
132
Bessemer Group
New Jersey
$150K
Lazard Asset Management
133
Lazard Asset Management
New York
$137K +$121K +1,966 New
EWA
134
EverSource Wealth Advisors
Alabama
$120K +$5.86K +95 +6%
AssetMark Inc
135
AssetMark Inc
California
$88.6K -$2.65K -43 -3%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$84.6K -$16.5K -268 -18%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$75.7K -$7.7K -125 -10%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$74K +$15.1K +245 +30%
UB
139
UMB Bank
Missouri
$73.2K
ACM
140
Aquatic Capital Management
Illinois
$70K -$388K -6,300 -86%
TRCT
141
Tower Research Capital (TRC)
New York
$50K +$44.2K +717 New
GWS
142
Glassman Wealth Services
Virginia
$32.1K -$9.86K -160 -26%
PAM
143
Paradigm Asset Management
New York
$27.9K
FCMT
144
Founders Capital Management (Texas)
Texas
$21K
PVH
145
Psagot Value Holdings
Israel
$20K +$18.5K +300 New
AF
146
Allworth Financial
California
$19.8K +$1.48K +24 +9%
First Manhattan
147
First Manhattan
New York
$19.8K
JWA
148
JFS Wealth Advisors
Pennsylvania
$18K +$4.81K +78 +43%
GRP
149
Global Retirement Partners
California
$17.1K +$1.6K +26 +12%
SSC
150
Syverson Strege & Co
Iowa
$13.9K +$12.3K +200 New