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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$737K -$56K -954 -6%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$722K -$119K -2,022 -12%
SIA
53
Schechter Investment Advisors
Michigan
$707K -$68.7K -1,170 -8%
CFM
54
Capricorn Fund Managers
United Kingdom
$586K +$89.7K +1,528 +15%
M&T Bank
55
M&T Bank
New York
$563K +$51.3K +875 +9%
PAG
56
Private Advisor Group
New Jersey
$561K +$8.16K +139 +1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$560K +$57.5K +980 +10%
Creative Planning
58
Creative Planning
Kansas
$541K +$23.1K +394 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$540K +$48K +818 +8%
GTAM
60
Global Trust Asset Management
Florida
$531K -$88.9K -1,515 -13%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$506K -$28.6K -487 -5%
AWM
62
Altium Wealth Management
New York
$498K -$15.1K -258 -3%
NW
63
NewEdge Wealth
Pennsylvania
$498K +$577K +9,836 New
IRC
64
Investors Research Corp
Georgia
$488K
SCM
65
SOL Capital Management
Maryland
$410K
MWM
66
Mission Wealth Management
California
$408K +$111K +1,898 +31%
WWA
67
WCG Wealth Advisors
Nevada
$388K +$450K +7,673 New
RWM
68
Ritholtz Wealth Management
New York
$386K -$161K -2,743 -26%
BFG
69
Beacon Financial Group
Texas
$366K -$5.99K -102 -1%
Osaic Holdings
70
Osaic Holdings
Arizona
$363K -$80.4K -1,371 -16%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$353K -$13K -222 -3%
Brown Advisory
72
Brown Advisory
Maryland
$348K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$342K +$36.6K +624 +10%
KWA
74
KCS Wealth Advisory
California
$337K -$4.05K -69 -1%
S
75
SignatureFD
Georgia
$336K -$95.2K -1,623 -20%