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Name Holding Trade Value Shares
Change
Change in
Stake
CIR
226
Clear Investment Research
Georgia
$1K +$1K +193 New
NFG
227
Next Financial Group
Texas
$1K +$1.34K +258 New
Federated Hermes
228
Federated Hermes
Pennsylvania
– -$4.65M -941,592 Closed
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
– -$1.3M -263,704 Closed
PMG
230
ProVise Management Group
Florida
– -$407K -82,525 Closed
UCFA
231
United Capital Financial Advisors
Texas
– -$354K -71,768 Closed
FPS
232
Fieldpoint Private Securities
Connecticut
– -$316K -63,981 Closed
JMPWA
233
JP Morgan Private Wealth Advisors
California
– -$229K -46,287 Closed
VC
234
Vicus Capital
Pennsylvania
– -$169K -34,324 Closed
Verition Fund Management
235
Verition Fund Management
Connecticut
– -$146K -29,588 Closed
1WA
236
180 Wealth Advisors
Washington
– -$136K -27,552 Closed
CL
237
Choreo LLC
Illinois
– -$128K -25,835 Closed
CI
238
Cambiar Investors
Colorado
– -$105K -21,241 Closed
Citadel Advisors
239
Citadel Advisors
Florida
– -$83K -16,725 Closed
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$78K -15,843 Closed
VCM
241
Vigilant Capital Management
Maine
– -$41K -8,364 Closed
WPW
242
Winthrop Partners - WNY
New York
– -$25.9K -5,238 Closed
TJHA
243
Thomas J. Herzfeld Advisors
Florida
– -$25K -4,968 Closed
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
– -$12K -2,437 Closed
CG
245
Cutler Group
California
– -$5K -1,145 Closed
GFP
246
Gryphon Financial Partners
Ohio
– -$2K -369 Closed
IAS
247
INR Advisory Services
Pennsylvania
– -$1K -269 Closed
SIC
248
Salem Investment Counselors
North Carolina
– -$1K -253 Closed
AC
249
Avestar Capital
New York
– -$1.3K -250 -70%
GAM
250
Gemmer Asset Management
California
– -$1K -211 Closed