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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$103K
AIM
202
Acrospire Investment Management
Illinois
$98K +$87.3K +3,500 New
PCM
203
Prelude Capital Management
New York
$96K +$55.3K +2,217 +185%
AIG
204
American International Group
New York
$79K +$1.57K +63 +2%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$60K -$8.33K -334 -13%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$59K +$7.11K +285 +16%
AW
207
Alpha Windward
Massachusetts
$41K
TRCT
208
Tower Research Capital (TRC)
New York
$32K -$38.1K -1,530 -57%
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$21.8K -875 -50%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$23K -$30.7K -1,230 -60%
FHA
211
First Horizon Advisors
Tennessee
$22K -$10.1K -404 -33%
MWM
212
MinichMacGregor Wealth Management
New York
$11K -$2.29K -92 -18%
KT
213
Kanaly Trust
Texas
$9K +$2.59K +104 +47%
PHK
214
Point72 Hong Kong
Hong Kong
$8K -$83.9K -3,365 -92%
CG
215
Cutler Group
California
$7K +$7.05K +283 New
Creative Planning
216
Creative Planning
Kansas
$6K
AIM
217
Advantage Investment Management
Iowa
$6K +$4.99K +200 New
S
218
SignatureFD
Georgia
$4K
CFG
219
Citizens Financial Group
Rhode Island
$4K +$3.37K +135 New
MFS
220
MSI Financial Services
Massachusetts
$4K +$3.62K +145 New
CCA
221
Checchi Capital Advisers
California
$3K +$2.37K +95 New
VCM
222
Versant Capital Management
Arizona
$2K
PCP
223
Proficio Capital Partners
Massachusetts
$2K +$1.42K +57 New
GWM
224
Geneos Wealth Management
Colorado
$2K +$1.9K +76 New
WA
225
Winfield Associates
Ohio
$2K +$1.99K +80 New