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Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
476
New York Life Trust
New York
$105K +$39.2K +616 +65%
BTIS
477
BB&T Investment Services
North Carolina
$99K +$95.7K +1,503 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$92K +$10.6K +167 +14%
OMCS
479
Old Mutual Customised Solutions
South Africa
$87K +$82.8K +1,300 New
ARMT
480
Amica Retiree Medical Trust
Rhode Island
$84K – – –
EA
481
Edge Advisors
Georgia
$81K +$78.6K +1,234 New
IUHSA
482
Itau Unibanco Holding S.A.
Brazil
$59K +$56.7K +890 New
IA
483
IFP Advisors
Florida
$58K +$9.17K +144 +20%
Bessemer Group
484
Bessemer Group
New Jersey
$53K +$6.05K +95 +14%
AIL
485
AGF Investments LLC
Ontario, Canada
$46K +$42.7K +670 New
GLI
486
Guardian Life Insurance
New York
$44K – – –
AssetMark Inc
487
AssetMark Inc
California
$43K -$12.5K -197 -23%
KT
488
Kanaly Trust
Texas
$41K -$2.04K -32 -5%
Simplex Trading
489
Simplex Trading
Illinois
$41K +$40K +628 New
GWM
490
Geneos Wealth Management
Colorado
$39K – – –
WT
491
Washington Trust
Rhode Island
$38K – – –
TDC
492
Thompson Davis & Co
Virginia
$34K – – –
PIA
493
Piedmont Investment Advisors
North Carolina
$32.6K +$31K +487 +24,350%
VCM
494
Versant Capital Management
Arizona
$32K -$2.36K -37 -7%
KPCM
495
Kings Point Capital Management
New York
$32K – – –
MCM
496
Manchester Capital Management
Vermont
$31K – – –
MDCM
497
Morgan Dempsey Capital Management
Wisconsin
$30K – – –
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$29K +$5.6K +88 +25%
RP
499
Raiff Partners
New York
$27K -$102K -1,600 -80%
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$153K -2,400 -87%