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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$39K +$14.5K +260 +55%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$37K +$7.86K +141 +25%
ADL
153
Asset Dedication LLC
California
$37K +$39K +700 New
LC
154
Lindbrook Capital
California
$36K +$6.18K +111 +19%
Marshall Wace
155
Marshall Wace
United Kingdom
$33K -$1.41M -25,346 -98%
MGIA
156
Moneta Group Investment Advisors
Missouri
$31K +$32.7K +587 New
FPB
157
First PREMIER Bank
South Dakota
$29K
YWP
158
YorkBridge Wealth Partners
New York
$26K
JWA
159
JFS Wealth Advisors
Pennsylvania
$25K
GWM
160
Geneos Wealth Management
Colorado
$23K +$9.19K +165 +60%
LWM
161
Lenox Wealth Management
Ohio
$21K +$2.45K +44 +13%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$21K +$21.8K +391 New
SIAS
163
Shine Investment Advisory Services
Colorado
$20K
SEI Investments
164
SEI Investments
Pennsylvania
$20K +$21.5K +385 New
TIM
165
Tortoise Investment Management
New York
$16K
ZB
166
Zions Bancorporation
Utah
$16K +$3.9K +70 +30%
ST
167
Smithfield Trust
Pennsylvania
$14K -$7.63K -137 -35%
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$13K +$1.62K +29 +14%
BFC
169
Bedel Financial Consulting
Indiana
$11K
VFA
170
Valeo Financial Advisors
Indiana
$11K +$11.4K +205 New
OIA
171
OneDigital Investment Advisors
Kansas
$10K -$7.08K -127 -40%
AF
172
Advisornet Financial
Minnesota
$9K +$9.3K +167 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$7K -$5.52K -99 -42%
LFA
174
Legacy Financial Advisors
Kentucky
$7K -$1K -18 -12%
WTC
175
WhitTier Trust Company
Nevada
$7K