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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
326
Independent Portfolio Consultants
Florida
$13K
LWCFA
327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
Simplex Trading
328
Simplex Trading
Illinois
$13K +$13.3K +233 New
BFEC
329
Benjamin F. Edwards & Company
Missouri
$11K
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$11K
FIG
331
Fusion Investment Group
Pennsylvania
$11K +$10.7K +187 New
S
332
SignatureFD
Georgia
$8K -$1.14K -20 -13%
MFBTD
333
MB Financial Bank - Trust Department
Illinois
$6K +$6.07K +106 New
LWA
334
Lenox Wealth Advisors
New York
$5K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$5K +$5.44K +95 New
FAM
336
Formidable Asset Management
Ohio
$5K +$5.72K +100 New
AssetMark Inc
337
AssetMark Inc
California
$4K +$4.52K +79 New
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.09K +54 New
CHP
339
Cable Hill Partners
Oregon
$2K -$10.1K -176 -84%
IWMPD
340
Integrated Wealth Management (Palm Desert)
California
$2K -$3.43K -60 -65%
BCM
341
Brookstone Capital Management
Illinois
$2K
FHA
342
First Horizon Advisors
Tennessee
$2K
W
343
Wealthfront
California
$2K +$1.54K +27 New
ZB
344
Zions Bancorporation
Utah
$2K +$1.72K +30 New
UFA
345
US Financial Advisors
Massachusetts
$1K
BGC
346
Beutel, Goodman & Co
Ontario, Canada
-$101M -2,154,644 Closed
WI
347
WBI Investments
New Jersey
-$3.89M -71,316 Closed
EDRE
348
Edmond de Rothschild (Europe)
Luxembourg
-$1.47M -26,846 Closed
EDRH
349
Edmond de Rothschild Holding
Switzerland
-$1.47M -26,846 Closed
Alyeska Investment Group
350
Alyeska Investment Group
Illinois
-$1.31M -23,935 Closed