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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$113K
Franklin Resources
127
Franklin Resources
California
$110K +$10.7K +4,518 +10%
Legal & General Group
128
Legal & General Group
United Kingdom
$108K
MGIA
129
Moneta Group Investment Advisors
Missouri
$105K +$111K +46,718 New
GWM
130
Gitterman Wealth Management
New Jersey
$99.9K -$628 -264 -0.6%
BFG
131
Bleakley Financial Group
New Jersey
$98.8K +$2.63K +1,106 +3%
SS
132
Simplicity Solutions
Minnesota
$98.8K +$105K +44,016 New
Wells Fargo
133
Wells Fargo
California
$94.1K +$2.19K +920 +2%
SIA
134
Schechter Investment Advisors
Michigan
$93.7K -$90.8K -38,184 -48%
GT
135
Greenleaf Trust
Michigan
$91.8K +$97.2K +40,882 New
Invesco
136
Invesco
Georgia
$91.3K -$101K -42,532 -51%
KIA
137
KLR Investment Advisors
Rhode Island
$89.4K +$94.7K +39,828 New
CSS
138
Cubist Systematic Strategies
Connecticut
$89K +$94.3K +39,644 New
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$87K -$17.5K -7,364 -16%
FB
140
Fulton Bank
Pennsylvania
$84.6K +$89.7K +37,700 New
HC
141
Hamilton Capital
Ohio
$77.8K +$18.2K +7,636 +28%
AIA
142
Alera Investment Advisors
Illinois
$74.7K +$3.42K +1,440 +5%
VanEck Associates
143
VanEck Associates
New York
$73K -$438 -184 -0.6%
AWM
144
Angeles Wealth Management
California
$71.9K -$81 -34 -0.1%
DWM
145
Drive Wealth Management
Utah
$70.2K +$7.46K +3,134 +11%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$69K -$21.3K -8,972 -23%
M&T Bank
147
M&T Bank
New York
$66.2K
Bank of New York Mellon
148
Bank of New York Mellon
New York
$64.3K -$711K -299,098 -91%
HWM
149
HB Wealth Management
Georgia
$62.4K +$2.07K +872 +3%
CCM
150
Coldstream Capital Management
Washington
$60K +$11.7K +4,910 +23%