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Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$259K +$17.7K +762 +7%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$241K -$1.51K -65 -0.6%
SGA
78
Strategic Global Advisors
California
$218K
DIM
79
DC Investments Management
Virginia
$217K +$212K +9,138 New
State Street
80
State Street
Massachusetts
$210K +$205K +8,832 New
DTL
81
Dynamic Technology Lab
Singapore
$204K -$15.2K -653 -7%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$201K +$197K +8,493 New
PGA
83
Premia Global Advisors
Florida
$185K +$182K +7,838 New
HR
84
Howe & Rusling
New York
$158K
Citigroup
85
Citigroup
New York
$148K +$43.8K +1,886 +43%
GBT
86
Grove Bank & Trust
Florida
$124K -$34.8K -1,500 -22%
LWM
87
Lenox Wealth Management
Ohio
$124K +$8.61K +371 +8%
SIAS
88
Shine Investment Advisory Services
Colorado
$100K
AP
89
Advisors Preferred
Maryland
$95K +$93.4K +4,025 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$77K +$3.78K +163 +5%
IWP
91
Icon Wealth Partners
Texas
$74K +$72.2K +3,111 New
CFG
92
Citizens Financial Group
Rhode Island
$73K -$15.2K -654 -18%
QCG
93
Quadrant Capital Group
Ohio
$66K
Bessemer Group
94
Bessemer Group
New Jersey
$58K
UBS AM
95
UBS AM
Illinois
$54.6K +$14.2K +610 +36%
PFA
96
Pathway Financial Advisors
Vermont
$54K +$52.6K +2,268 New
JP Morgan Chase
97
JP Morgan Chase
New York
$50K +$49.2K +2,122 New
FHA
98
First Horizon Advisors
Tennessee
$43K
MOS
99
MGO One Seven
Ohio
$35K +$34.2K +1,475 New
TL
100
TrueWealth LLC
Georgia
$32K +$31.5K +1,356 New