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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$88.9K +$13.4K +5,378 +17%
PCTC
152
Perkins Coie Trust Company
Washington
$88.3K +$90.9K +36,492 New
HighTower Advisors
153
HighTower Advisors
Illinois
$88K +$18.7K +7,504 +26%
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Missouri
$86.2K +$13.6K +5,458 +18%
TPCW
155
TD Private Client Wealth
New York
$84.1K +$53.2K +21,376 +160%
BFG
156
Bleakley Financial Group
New Jersey
$82.4K -$31.5K -12,634 -27%
SS
157
Simplicity Solutions
Minnesota
$82.4K -$31.5K -12,634 -27%
AP
158
Adero Partners
California
$82K +$84.3K +33,866 New
HWM
159
HB Wealth Management
Georgia
$79.9K
CWM
160
Cherrydale Wealth Management
New Jersey
$79.1K +$7.25K +2,910 +10%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$79K +$81.3K +32,644 New
Wells Fargo
162
Wells Fargo
California
$76.3K -$7.87K -3,160 -9%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$75K -$8.19K -3,290 -10%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$74K +$14.9K +5,974 +24%
DAS
165
Dynamic Advisor Solutions
Arizona
$73K +$5.8K +2,328 +8%
NCG
166
Newport Capital Group
New Jersey
$72.6K +$74.7K +29,990 New
WRPWM
167
Werba Rubin Papier Wealth Management
California
$71.6K +$73.7K +29,588 New
PIM
168
Penobscot Investment Management
Massachusetts
$71.4K +$73.5K +29,502 New
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$70K -$1.53K -614 -2%
CGL
170
Clarius Group LLC
Washington
$69.2K +$71.2K +28,610 New
CCM
171
Coldstream Capital Management
Washington
$68.1K -$4.8K -1,926 -6%
CPA
172
Capital Planning Advisors
California
$66.2K +$1.53K +614 +2%
Jane Street
173
Jane Street
New York
$65.8K -$440K -176,526 -87%
CAN
174
Cetera Advisor Networks
California
$65.5K +$67.3K +27,046 New
BTI
175
Blue Trust Inc
Georgia
$65K +$15.3K +6,132 +29%