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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$3K – – –
WA
227
Winfield Associates
Ohio
$2K – – –
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.26K +67 +258%
ACS
229
Archford Capital Strategies
Illinois
$1K – – –
CWM
230
Catamount Wealth Management
Connecticut
$1K – – –
HI
231
Hudock Inc
Pennsylvania
$1K – – –
MCM
232
Manchester Capital Management
Vermont
$1K – – –
QI
233
QS Investors
New York
$1K – – –
VNA
234
Valley National Advisers
Pennsylvania
$1K – – –
ASN
235
Advisory Services Network
Georgia
$1K +$620 +33 New
DRZID
236
DePrince Race & Zollo Inc (DRZ)
Florida
– -$10M -628,112 Closed
CGT
237
Capital Guardian Trust
California
– -$6.57M -412,620 Closed
Adage Capital Partners
238
Adage Capital Partners
Massachusetts
– -$3.98M -250,000 Closed
AAMU
239
Amundi Asset Management US
Massachusetts
– -$3.58M -224,671 Closed
SFA
240
Sequoia Financial Advisors
Ohio
– -$2.63M -165,323 Closed
RWA
241
River Wealth Advisors
Pennsylvania
– -$2.07M -129,979 Closed
RS
242
Robeco Schweiz
Switzerland
– -$1.92M -119,000 Closed
FP
243
FDO Partners
Massachusetts
– -$1.87M -117,425 Closed
QIM
244
Quantitative Investment Management
Virginia
– -$1.06M -66,500 Closed
KCM
245
Kornitzer Capital Management
Kansas
– -$302K -18,950 Closed
AP
246
AHL Partners
United Kingdom
– -$291K -18,271 Closed
SI
247
Shaker Investments
Ohio
– -$271K -17,000 Closed
CLOS
248
Compagnie Lombard Odier SCmA
Switzerland
– -$239K -15,000 Closed
PAM
249
Princeton Alpha Management
New Jersey
– -$237K -14,893 Closed
PP
250
Paloma Partners
Connecticut
– -$203K -12,754 Closed