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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$143K +$31.2K +642 +30%
Bessemer Group
427
Bessemer Group
New Jersey
$137K -$83.3K -1,713 -39%
EMG
428
ETF Managers Group
New Jersey
$137K +$130K +2,685 New
FP
429
Financial Perspectives
Minnesota
$136K
AF
430
Advisornet Financial
Minnesota
$135K +$74.1K +1,524 +135%
CFG
431
CKW Financial Group
Hawaii
$134K -$4.86K -100 -4%
BEAM
432
Baker Ellis Asset Management
Washington
$133K +$126K +2,600 New
BL
433
Balentine LLC
Georgia
$132K +$126K +2,591 New
FANJ
434
Financial Architects (New Jersey)
New Jersey
$129K +$4.18K +86 +4%
GEA
435
Glen Eagle Advisors
New Jersey
$126K +$39.9K +820 +50%
VCM
436
Vigilant Capital Management
Maine
$121K
BIMC
437
Benson Investment Management Company
Virginia
$119K
OPS
438
Orion Portfolio Solutions
Nebraska
$118K -$243 -5 -0.2%
FPFS
439
First Personal Financial Services
North Carolina
$118K
MHR
440
Matthew Hamilton Rosenberg
$114K +$56.3K +1,159 +108%
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$110K +$105K +2,156 New
QCMC
442
Quantum Capital Management (California)
California
$106K -$31K -637 -24%
SIAS
443
Shine Investment Advisory Services
Colorado
$106K
SC
444
Solstein Capital
California
$105K
PK
445
Pflug Koory
Nebraska
$103K
CFG
446
Citizens Financial Group
Rhode Island
$102K +$48.6K +1,000 +100%
CFA
447
Carroll Financial Associates
North Carolina
$98K +$1.46K +30 +2%
BC
448
Bartlett & Co
Ohio
$93K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$92.6K
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$92K +$4.76K +98 +6%