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Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
WrapManager Inc
California
$307K +$302K +5,929 New
BL
127
Balentine LLC
Georgia
$305K +$46.8K +919 +18%
Ameriprise
128
Ameriprise
Minnesota
$298K +$17.4K +342 +6%
PWPS
129
Pinnacle Wealth Planning Services
Ohio
$285K +$2.39K +47 +0.9%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$277K +$43.1K +847 +19%
CAM
131
Cozad Asset Management
Illinois
$274K
QCG
132
Quadrant Capital Group
Ohio
$273K +$51 +1 +0%
CCP
133
Corient Capital Partners
California
$270K +$266K +5,224 New
PCS
134
Personal CFO Solutions
New Jersey
$264K +$259K +5,099 New
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$260K -$9.92K -195 -4%
PA
136
Parallel Advisors
California
$259K -$29K -569 -10%
Franklin Resources
137
Franklin Resources
California
$258K -$22.8K -448 -8%
TC
138
TownSquare Capital
Utah
$251K +$252K +4,948 New
ACA
139
Atlas Capital Advisors
Wyoming
$249K +$8.24K +162 +3%
PP
140
PDS Planning
Ohio
$239K +$235K +4,616 New
LWAM
141
Legacy Wealth Asset Management
Minnesota
$232K +$228K +4,474 New
CCM
142
Causeway Capital Management
California
$229K
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$228K -$42.9K -842 -16%
William Blair & Company
144
William Blair & Company
Illinois
$214K -$24.7K -485 -11%
YIH
145
Y-Intercept (HK)
Hong Kong
$214K +$210K +4,134 New
RRAM
146
River Road Asset Management
Kentucky
$208K -$66.9K -1,314 -25%
PA
147
Profund Advisors
Maryland
$206K -$41.8K -821 -17%
BWP
148
Baldwin Wealth Partners
Massachusetts
$163K +$119K +2,337 +290%
AssetMark Inc
149
AssetMark Inc
California
$138K +$132K +2,596 +4,121%
LC
150
Lindbrook Capital
California
$135K