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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
451
Sound Income Strategies
Florida
$162K
Bessemer Group
452
Bessemer Group
New Jersey
$159K -$8.18K -177 -5%
TPCW
453
TD Private Client Wealth
New York
$146K -$5.55K -120 -4%
S
454
SignatureFD
Georgia
$143K +$13.6K +294 +11%
LC
455
Lindbrook Capital
California
$138K -$5.36K -116 -4%
SPIA
456
Steward Partners Investment Advisory
New York
$133K -$15.1K -326 -11%
CYG
457
Clean Yield Group
Vermont
$125K -$13.9K -300 -11%
QCG
458
Quadrant Capital Group
Ohio
$120K +$2.87K +62 +3%
NIM
459
NuWave Investment Management
New Jersey
$120K +$106K +2,298 +1,618%
First Manhattan
460
First Manhattan
New York
$118K
AssetMark Inc
461
AssetMark Inc
California
$116K +$9.89K +214 +10%
AWM
462
Avior Wealth Management
Nebraska
$114K +$21.8K +471 +25%
VCG
463
Vantage Consulting Group
Virginia
$105K +$98.6K +2,132 New
EI
464
Ellevest Inc
New York
$104K +$51.7K +1,119 +112%
RPWA
465
Regent Peak Wealth Advisors
Georgia
$101K +$95.1K +2,058 New
IAIM
466
International Assets Investment Management
Florida
$93K +$87.5K +1,892 New
PFO
467
Pathstone Family Office
New Jersey
$91K +$85.3K +1,846 New
PMFA
468
Plante Moran Financial Advisors
Michigan
$88K +$78.6K +1,700 +1,717%
CHA
469
Carmichael Hill & Associates
Maryland
$87K
LIM
470
Longfellow Investment Management
Massachusetts
$87K +$81.9K +1,772 New
BAM
471
Bellevue Asset Management
Washington
$86K -$13.9K -300 -14%
AAM
472
Advisors Asset Management
Colorado
$85K +$63.2K +1,367 +377%
M
473
MOTCO
Texas
$84K
CL
474
COWA LLC
Oklahoma
$84K +$80.4K +1,740 New
FCH
475
Freestone Capital Holdings
Washington
$81.5K +$12K +260 +19%