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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Gitterman Wealth Management
New Jersey
$153K -$19.4K -6,154 -10%
VF
127
Virtu Financial
New York
$145K +$171K +54,474 New
Franklin Resources
128
Franklin Resources
California
$144K -$59.6K -18,918 -26%
SW
129
SkyOak Wealth
Michigan
$144K +$171K +54,394 New
Stifel Financial
130
Stifel Financial
Missouri
$141K -$825 -262 -0.5%
Bessemer Group
131
Bessemer Group
New Jersey
$140K -$5.04K -1,600 -3%
KPWS
132
Kestra Private Wealth Services
Texas
$140K +$21.1K +6,702 +15%
ASN
133
Advisory Services Network
Georgia
$132K -$51.7K -16,424 -25%
Legal & General Group
134
Legal & General Group
United Kingdom
$128K
LWAM
135
Legacy Wealth Asset Management
Minnesota
$126K +$6.86K +2,178 +5%
UBS Group
136
UBS Group
Switzerland
$118K -$2.71M -862,246 -95%
BP
137
Ballentine Partners
Massachusetts
$118K -$3.1K -984 -2%
SIA
138
Schechter Investment Advisors
Michigan
$118K +$34.8K +11,064 +33%
OWM
139
OneAscent Wealth Management
Alabama
$115K +$6.37K +2,022 +5%
MGP
140
Metis Global Partners
California
$106K -$18.2K -5,794 -13%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$104K +$1.48K +470 +1%
SW
142
SVB Wealth
Massachusetts
$104K +$37.6K +11,944 +44%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$103K -$66.9K -21,250 -35%
1WA
144
180 Wealth Advisors
Washington
$99K +$2.38K +756 +2%
Group One Trading
145
Group One Trading
Illinois
$95K +$97.6K +31,000 +653%
PA
146
Profund Advisors
Maryland
$91K -$44.6K -14,180 -29%
CG
147
Colony Group
Massachusetts
$90K
AWA
148
Aaron Wealth Advisors
Illinois
$90K +$46.7K +14,848 +78%
FRM
149
Fox Run Management
Connecticut
$86K +$102K +32,520 New
PP
150
PDS Planning
Ohio
$85K -$80.4K -25,548 -44%