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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$107K – – –
SIAS
227
Shine Investment Advisory Services
Colorado
$100K +$101K +2,272 +1,708%
GRP
228
Global Retirement Partners
California
$96K – – –
MCIM
229
Meadow Creek Investment Management
Georgia
$95K – – –
MA
230
MUFG Americas
New York
$90K +$96.1K +2,158 New
PA
231
Parallel Advisors
California
$88K +$85.3K +1,917 +1,048%
BC
232
Bartlett & Co
Ohio
$83K – – –
IDBONY
233
Israel Discount Bank of New York
New York
$78K – – –
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$73K -$1.56K -35 -2%
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$67K +$23.4K +525 +48%
ASN
236
Advisory Services Network
Georgia
$63K +$2.31K +52 +4%
BBHC
237
Brown Brothers Harriman & Co
New York
$62K +$5.57K +125 +9%
PCG
238
Private Capital Group
Connecticut
$51K +$54.1K +1,215 New
TL
239
TrueWealth LLC
Georgia
$49K +$51.9K +1,165 New
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
$44K +$25.1K +563 +113%
PFA
241
Pathway Financial Advisors
Vermont
$43K +$46.3K +1,040 New
AC
242
Avestar Capital
New York
$38K +$41.4K +930 New
FGC
243
Financial Gravity Companies
Texas
$36K +$32.3K +725 New
BL
244
Balentine LLC
Georgia
$31K – – –
EA
245
Edge Advisors
Georgia
$31K +$33.4K +750 New
HR
246
Howe & Rusling
New York
$28K +$9.35K +210 +45%
STA
247
Summit Trail Advisors
New York
$28K +$25.5K +573 New
SPIA
248
Steward Partners Investment Advisory
New York
$27K – – –
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$26K +$15.3K +343 +120%
WTC
250
WhitTier Trust Company
Nevada
$24K – – –