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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$21K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$21K +$25.5K +6,773 New
UBS Group
28
UBS Group
Switzerland
$20K -$7.68K -2,039 -24%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$15K – – –
PAM
30
Panagora Asset Management
Massachusetts
$13K +$15.1K +4,015 New
AIM
31
Acrospire Investment Management
Illinois
$10K +$5.04K +1,340 +80%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K – – –
Citigroup
33
Citigroup
New York
$4K – – –
AG
34
Advisor Group
Arizona
$3K -$1.44K -383 -29%
IA
35
IFP Advisors
Florida
$2K – – –
BC
36
Barnett & Company
Tennessee
$2K +$2.06K +547 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$2K +$2.26K +600 New
US Bancorp
38
US Bancorp
Minnesota
$1K – – –
CG
39
Cutler Group
California
$1K +$2.26K +600 New
BRWA
40
B. Riley Wealth Advisors
Florida
– -$137K -27,850 Closed
CCMW
41
Cypress Capital Management (Wyoming)
Wyoming
– -$135K -27,585 Closed
FPF
42
FNY Partners Fund
New York
– -$98K -20,000 Closed
EA
43
Edge Advisors
Georgia
– -$79K -16,103 Closed
OSAM
44
O'Shaughnessy Asset Management
Connecticut
– -$31K -6,315 Closed
Group One Trading
45
Group One Trading
Illinois
– -$7.25K -1,926 Closed
WP
46
WealthPLAN Partners
Nebraska
– -$7.17K -1,396 Closed
PG
47
Patten Group
Tennessee
– -$3K -547 Closed
Deutsche Bank
48
Deutsche Bank
Germany
– -$1.88K -500 -99%
SEI Investments
49
SEI Investments
Pennsylvania
– +$226 +60 New