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Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Simplicity Solutions
Minnesota
$199K +$6.34K +310 +3%
BWP
102
BSW Wealth Partners
Colorado
$197K +$696 +34 +0.3%
TPCW
103
TD Private Client Wealth
New York
$146K -$3.7K -181 -2%
Bessemer Group
104
Bessemer Group
New Jersey
$121K
BWP
105
Baldwin Wealth Partners
Massachusetts
$117K +$3.93K +192 +3%
AAM
106
Advisors Asset Management
Colorado
$116K -$3.13K -153 -3%
Osaic Holdings
107
Osaic Holdings
Arizona
$107K -$7.86K -384 -7%
IWP
108
Icon Wealth Partners
Texas
$105K
Russell Investments Group
109
Russell Investments Group
United Kingdom
$91K +$95.5K +4,666 New
BTI
110
Blue Trust Inc
Georgia
$61K -$575K -28,108 -90%
AI
111
AXS Investments
New York
$42K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$40.7K -$4.19K -205 -9%
ACA
113
Atlas Capital Advisors
Wyoming
$39.6K -$44K -2,151 -51%
PCC
114
Park Circle Company
Maryland
$35.1K +$20.5K +1,000 +125%
IRC
115
Investors Research Corp
Georgia
$30.7K
PA
116
Parallel Advisors
California
$27.7K -$859 -42 -3%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$23.9K +$184 +9 +0.7%
QCG
118
Quadrant Capital Group
Ohio
$22.3K -$123 -6 -0.5%
PAM
119
Paradigm Asset Management
New York
$21.5K
SPIA
120
Steward Partners Investment Advisory
New York
$20.1K
GRP
121
Global Retirement Partners
California
$19.8K -$6.44K -315 -24%
UBS Group
122
UBS Group
Switzerland
$19.2K -$23K -1,123 -53%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$18K -$1.94K -95 -9%
ACM
124
Aquatic Capital Management
Illinois
$16K +$16.4K +800 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$15K