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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
201
First Personal Financial Services
North Carolina
$6K +$5.47K +52 New
BPBT
202
Boston Private Bank & Trust
Massachusetts
$5K -$23.6K -225 -82%
SF
203
Synovus Financial
Georgia
$5K – – –
ASN
204
Advisory Services Network
Georgia
$3K – – –
S
205
SignatureFD
Georgia
$3K +$2.94K +28 New
WEC
206
Winslow Evans & Crocker
Massachusetts
$2.32K – – –
ACS
207
Archford Capital Strategies
Illinois
$2.12K – – –
GAM
208
Gemmer Asset Management
California
$2K – – –
HMS
209
Hanseatic Management Services
New Mexico
$2K – – –
SA
210
SRH Advisors
Kansas
$2K – – –
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$1K -$30.8K -293 -96%
KT
212
Kanaly Trust
Texas
$1K – – –
NFG
213
Next Financial Group
Texas
$1K – – –
IWMPD
214
Integrated Wealth Management (Palm Desert)
California
$1K +$1.16K +11 New
RWM
215
Raffa Wealth Management
District of Columbia
$505 – – –
Wellington Management Group
216
Wellington Management Group
Massachusetts
– -$60.8M -563,807 Closed
SCA
217
Southpoint Capital Advisors
New York
– -$32.3M -300,000 Closed
SFM
218
Soros Fund Management
New York
– -$10.1M -93,580 Closed
USAA
219
United Services Automobile Association
Texas
– -$6.81M -63,170 Closed
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
– -$5.93M -55,000 Closed
CCM
221
Criterion Capital Management
California
– -$4.49M -41,600 Closed
MSA
222
Mason Street Advisors
Wisconsin
– -$3.23M -30,000 Closed
Walleye Trading
223
Walleye Trading
New York
– -$2.98M -28,353 Closed
ZCI
224
Zevenbergen Capital Investments
Washington
– -$1.97M -18,270 Closed
RFA
225
Reilly Financial Advisors
California
– -$771K -7,152 Closed