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Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
Ballentine Partners
Massachusetts
$351K -$2.4K -58 -0.7%
SW
102
SVB Wealth
Massachusetts
$337K +$45.2K +1,091 +17%
1WA
103
180 Wealth Advisors
Washington
$333K -$12.6K -304 -4%
PPCM
104
Pillar Pacific Capital Management
California
$315K
HighTower Advisors
105
HighTower Advisors
Illinois
$311K -$1.26M -30,474 -82%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$286K +$264K +6,369 New
BWP
107
BSW Wealth Partners
Colorado
$283K +$261K +6,309 New
SBH
108
Segall Bryant & Hamill
Illinois
$281K +$259K +6,252 New
SC
109
Saturna Capital
Washington
$272K
KF
110
Krilogy Financial
Missouri
$270K -$281K -6,778 -53%
W
111
WealthStone
Ohio
$267K +$247K +5,963 New
PA
112
Parallel Advisors
California
$250K +$4.51K +109 +2%
MWNA
113
Marshall Wace North America
New York
$245K -$506K -12,217 -69%
PWPS
114
Pinnacle Wealth Planning Services
Ohio
$245K +$81K +1,956 +56%
Franklin Resources
115
Franklin Resources
California
$244K +$225K +5,439 New
Ameriprise
116
Ameriprise
Minnesota
$243K +$224K +5,404 New
Osaic Holdings
117
Osaic Holdings
Arizona
$242K -$15.6K -376 -7%
RRAM
118
River Road Asset Management
Kentucky
$240K +$221K +5,340 New
CAM
119
Cozad Asset Management
Illinois
$237K
QCG
120
Quadrant Capital Group
Ohio
$236K +$20.8K +503 +11%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$236K +$65.6K +1,585 +43%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$234K +$216K +5,217 New
BL
123
Balentine LLC
Georgia
$223K +$206K +4,968 New
OWM
124
OneAscent Wealth Management
Alabama
$220K +$203K +4,894 New
PA
125
Profund Advisors
Maryland
$215K +$199K +4,801 New