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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$203K
PP
302
Patten & Patten
Tennessee
$203K
CCM
303
Coldstream Capital Management
Washington
$202K -$9.51K -44 -4%
FMT
304
First Mercantile Trust
Tennessee
$194K +$52.9K +245 +42%
PAM
305
Panagora Asset Management
Massachusetts
$183K -$1.76M -8,128 -90%
SIM
306
Sonora Investment Management
Arizona
$171K -$6.92K -32 -4%
SG Americas Securities
307
SG Americas Securities
New York
$151K -$572K -2,646 -79%
HPC
308
HM Payson & Co
Maine
$139K +$140K +650 New
CH
309
Canton Hathaway
Rhode Island
$121K +$123K +567 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$104K -$30.3K -140 -22%
FQ
311
First Quadrant
California
$101K
ICM
312
Islay Capital Management
Texas
$93K +$94.2K +436 New
DZ Bank
313
DZ Bank
Germany
$81.4K
GC
314
Grace Capital
Massachusetts
$73K +$73.9K +342 New
WEC
315
Winslow Evans & Crocker
Massachusetts
$64K
CCA
316
Column Capital Advisors
Indiana
$63K +$12.5K +58 +25%
Lazard Asset Management
317
Lazard Asset Management
New York
$62K -$3.22M -14,921 -98%
SFS
318
Sowell Financial Services
Arkansas
$62K -$42.1K -195 -40%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$61K
HCP
320
Hexagon Capital Partners
Arkansas
$50K +$50.6K +234 New
BBHC
321
Brown Brothers Harriman & Co
New York
$50K +$50.8K +235 New
CFFP
322
Center for Financial Planning
Michigan
$48K
PCM
323
Prelude Capital Management
New York
$47K +$48K +222 New
Simplex Trading
324
Simplex Trading
Illinois
$45K -$73.7K -341 -62%
GWS
325
Glassman Wealth Services
Virginia
$43K