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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Corient Capital Partners
California
$219K
Vanguard Personalized Indexing Management
102
Vanguard Personalized Indexing Management
California
$213K -$70.5K -27,242 -23%
PA
103
Parallel Advisors
California
$206K +$73.6K +28,448 +48%
LPL Financial
104
LPL Financial
California
$195K +$16K +6,202 +8%
CG
105
Caprock Group
Idaho
$182K +$32.6K +12,600 +19%
BWP
106
BSW Wealth Partners
Colorado
$176K -$40.7K -15,750 -17%
MIFH
107
Migdal Insurance & Financial Holdings
Israel
$168K
Two Sigma Investments
108
Two Sigma Investments
New York
$166K -$1.91M -739,164 -91%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$163K -$247K -95,578 -58%
Invesco
110
Invesco
Georgia
$163K -$121K -46,944 -40%
BCM
111
Bayesian Capital Management
New York
$163K -$50.2K -19,400 -22%
AAM
112
Augustine Asset Management
Florida
$159K
CCIA
113
Campbell & Co Investment Adviser
Maryland
$157K -$300K -116,038 -63%
UBS Group
114
UBS Group
Switzerland
$152K +$51.7K +19,976 +45%
GWM
115
Gitterman Wealth Management
New Jersey
$150K +$20.8K +8,034 +14%
PP
116
PDS Planning
Ohio
$142K +$73.8K +28,552 +90%
KPWS
117
Kestra Private Wealth Services
Texas
$139K +$16.9K +6,552 +12%
BP
118
Ballentine Partners
Massachusetts
$133K +$32.1K +12,398 +28%
Bessemer Group
119
Bessemer Group
New Jersey
$124K
SW
120
SVB Wealth
Massachusetts
$124K +$33.5K +12,946 +33%
SIA
121
Schechter Investment Advisors
Michigan
$122K +$19.1K +7,404 +17%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$120K -$67.4K -26,054 -34%
WFA
123
Wipfli Financial Advisors
Wisconsin
$120K +$131K +50,792 New
Wells Fargo
124
Wells Fargo
California
$118K -$25.7K -9,936 -17%
ASN
125
Advisory Services Network
Georgia
$117K