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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Angeles Wealth Management
California
$124K +$48.2K +20,736 +65%
Franklin Resources
127
Franklin Resources
California
$122K +$6.33K +2,722 +6%
WPW
128
Waldron Private Wealth
Pennsylvania
$122K -$892 -384 -0.7%
Bessemer Group
129
Bessemer Group
New Jersey
$119K
KIA
130
KLR Investment Advisors
Rhode Island
$113K +$19.2K +8,262 +21%
BFG
131
Bleakley Financial Group
New Jersey
$110K +$6.23K +2,680 +6%
SS
132
Simplicity Solutions
Minnesota
$110K +$6.23K +2,680 +6%
VanEck Associates
133
VanEck Associates
New York
$109K +$31.9K +13,734 +42%
Ameriprise
134
Ameriprise
Minnesota
$104K -$1.87M -804,864 -95%
SQA
135
Simon Quick Advisors
New Jersey
$103K +$102K +43,764 New
GWM
136
Gitterman Wealth Management
New Jersey
$100K -$4.93K -2,120 -5%
AIA
137
Alera Investment Advisors
Illinois
$97.3K +$18.6K +7,998 +24%
ACM
138
Aquatic Capital Management
Illinois
$93K -$68.3K -29,400 -43%
DWM
139
Drive Wealth Management
Utah
$84.1K +$10.2K +4,380 +14%
DTL
140
Dynamic Technology Lab
Singapore
$84K -$591K -254,126 -88%
ECM
141
Evergreen Capital Management
Washington
$83.9K +$35.5K +15,280 +75%
FB
142
Fulton Bank
Pennsylvania
$83.4K -$5.51K -2,372 -6%
Wells Fargo
143
Wells Fargo
California
$81.9K -$16.8K -7,216 -17%
IC
144
IEQ Capital
California
$81.2K +$29K +12,466 +57%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$81K -$9.88K -4,250 -11%
HWM
146
HB Wealth Management
Georgia
$77.9K +$12.2K +5,246 +19%
BSW
147
Buckingham Strategic Wealth
Missouri
$74K +$20.5K +8,800 +39%
WA
148
Wealthstream Advisors
New York
$74K +$72.9K +31,358 New
Bank of New York Mellon
149
Bank of New York Mellon
New York
$72.9K +$5.21K +2,242 +8%
CC
150
Centiva Capital
New York
$72.9K +$71.7K +30,870 New