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Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
Neuburgh Advisers
California
$143K – – –
CAW
202
Cornerstone Advisors (Washington)
Washington
$127K +$2.33K +50 +2%
SIAS
203
Shine Investment Advisory Services
Colorado
$110K – – –
JCM
204
Jacobi Capital Management
Pennsylvania
$110K +$26.5K +570 +31%
GRP
205
Global Retirement Partners
California
$106K – – –
MCIM
206
Meadow Creek Investment Management
Georgia
$104K – – –
BC
207
Bartlett & Co
Ohio
$103K +$11.6K +250 +13%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$103K +$11.6K +250 +13%
PA
209
Parallel Advisors
California
$95K -$232 -5 -0.2%
IDBONY
210
Israel Discount Bank of New York
New York
$86K – – –
AssetMark Inc
211
AssetMark Inc
California
$84K -$19.4K -417 -19%
BBHC
212
Brown Brothers Harriman & Co
New York
$80K – – –
MA
213
MUFG Americas
New York
$76K – – –
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$60K -$13.3K -287 -18%
CG
215
Cutler Group
California
$57K +$58.1K +1,250 New
RCAG
216
Rehmann Capital Advisory Group
Michigan
$50.6K -$1.63K -35 -3%
AC
217
Avestar Capital
New York
$49K -$697 -15 -1%
ASN
218
Advisory Services Network
Georgia
$49K – – –
PFA
219
Pathway Financial Advisors
Vermont
$48K – – –
PCG
220
Private Capital Group
Connecticut
$45K -$1.02K -22 -2%
APA
221
American Portfolios Advisors
New York
$36.2K +$2.79K +60 +8%
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
$35K -$6.97K -150 -17%
EA
223
Edge Advisors
Georgia
$34K – – –
SPIA
224
Steward Partners Investment Advisory
New York
$32K +$1.53K +33 +5%
HR
225
Howe & Rusling
New York
$31K – – –