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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
551
Lido Advisors
California
$453K +$63.5K +318 +17%
GT
552
Greenleaf Trust
Michigan
$450K -$9.19K -46 -2%
CIP
553
Convergence Investment Partners
Florida
$447K +$432K +2,165 New
RC
554
RegentAtlantic Capital
New Jersey
$445K -$3K -15 -0.7%
ECM
555
Evergreen Capital Management
Washington
$441K +$2.8K +14 +0.7%
TP
556
Truvvo Partners
New York
$437K -$325K -1,629 -43%
NDSI
557
Newman Dignan & Sheerar Inc
Rhode Island
$437K +$423K +2,117 New
CCA
558
Checchi Capital Advisers
California
$436K -$6.99K -35 -2%
FFG
559
Fortem Financial Group
California
$418K +$404K +2,024 New
CT
560
Chicago Trust
Illinois
$417K -$29.8K -149 -7%
TIM
561
Thompson Investment Management
Wisconsin
$413K
MAM
562
Morse Asset Management
Connecticut
$413K +$99.9K +500 +33%
PFM
563
Parsec Financial Management
North Carolina
$410K
CAL
564
Capital Analysts LLC
Pennsylvania
$410K +$1.2K +6 +0.3%
TPCW
565
TD Private Client Wealth
New York
$408K -$2.21M -11,055 -85%
1WA
566
180 Wealth Advisors
Washington
$408K +$150K +752 +61%
LA
567
LVW Advisors
New York
$401K +$53.7K +269 +16%
HSBC Holdings
568
HSBC Holdings
United Kingdom
$398K +$383K +1,916 New
FMLI
569
Fukoku Mutual Life Insurance
Japan
$392K
LAM
570
Lountzis Asset Management
Pennsylvania
$392K
D.E. Shaw & Co
571
D.E. Shaw & Co
New York
$388K -$140K -700 -27%
DWA
572
Dorsey Wright & Associates
California
$378K -$5.99K -30 -2%
VCM
573
Vigilant Capital Management
Maine
$377K
MGIA
574
Moneta Group Investment Advisors
Missouri
$376K -$9.19K -46 -2%
TB
575
Terril Brothers
Missouri
$371K