Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
First Horizon Advisors
Tennessee
$52K – – –
NFG
327
Next Financial Group
Texas
$50K – – –
RWA
328
Ropes Wealth Advisors
Massachusetts
$50K +$54.8K +350 New
FPF
329
FNY Partners Fund
New York
$45K +$50.1K +320 New
EWM
330
Evercore Wealth Management
New York
$42K – – –
PHK
331
Point72 Hong Kong
Hong Kong
$41K -$1.74M -11,101 -97%
KT
332
Kanaly Trust
Texas
$38K -$157 -1 -0.4%
GRP
333
Global Retirement Partners
California
$30K +$32.9K +210 New
IA
334
IFP Advisors
Florida
$29K +$2.35K +15 +8%
SPIA
335
Steward Partners Investment Advisory
New York
$28K +$31.3K +200 New
CL
336
Choreo LLC
Illinois
$27K +$4.21M +26,889 New
TSW
337
Thompson Siegel & Walmsley
Virginia
$25K – – –
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$23K -$11.3K -72 -31%
PCP
339
Proficio Capital Partners
Massachusetts
$21K -$34.6K -221 -60%
ED
340
Exane Derivatives
France
$18.1K – – –
CAM
341
Close Asset Management
United Kingdom
$16K +$18K +115 New
Korea Investment Corp
342
Korea Investment Corp
South Korea
$15K +$17.1K +109 New
First Manhattan
343
First Manhattan
New York
$14K – – –
SAM
344
Shamrock Asset Management
Texas
$14K – – –
FANJ
345
Financial Architects (New Jersey)
New Jersey
$13K – – –
PA
346
Parallel Advisors
California
$13K +$14.1K +90 New
HCM
347
Herndon Capital Management
Georgia
$11K – – –
IPC
348
Independent Portfolio Consultants
Florida
$10K – – –
TDC
349
Thompson Davis & Co
Virginia
$10K +$2.51K +16 +30%
BTIS
350
BB&T Investment Services
North Carolina
$10K +$11.3K +72 New