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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$67K -$92.8K -1,025 -58%
WA
177
WFG Advisors
Texas
$55K – – –
ST
178
Spot Trading
Illinois
$50K +$51.3K +566 New
HHMI
179
Howard Hughes Medical Institute
Maryland
$49K +$50.4K +556 New
BPBT
180
Boston Private Bank & Trust
Massachusetts
$36K – – –
FWM
181
Focused Wealth Management
New York
$35K – – –
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$31K +$27.3K +302 +479%
BBHC
183
Brown Brothers Harriman & Co
New York
$26K – – –
First Manhattan
184
First Manhattan
New York
$25K – – –
CHP
185
Cable Hill Partners
Oregon
$22K +$22.6K +250 New
PMFA
186
Plante Moran Financial Advisors
Michigan
$15K – – –
AC
187
Alexandria Capital
Virginia
$11K +$11.6K +128 New
GWCM
188
Godshalk Welsh Capital Management
Pennsylvania
$10K +$10.5K +116 New
TDC
189
Thompson Davis & Co
Virginia
$9K – – –
PSUF
190
People's United Financial
Connecticut
$9K +$9.24K +102 New
Bessemer Group
191
Bessemer Group
New Jersey
$8K – – –
RC
192
RegentAtlantic Capital
New Jersey
$3.87K +$3.98K +44 New
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$3.66K -$378K -4,171 -99%
NPC
194
National Planning Corporation
California
$2.39K +$2.63K +29 New
RWM
195
Raffa Wealth Management
District of Columbia
$2.22K – – –
FPFS
196
First Personal Financial Services
North Carolina
$2K +$2.26K +25 New
Franklin Resources
197
Franklin Resources
California
– -$107M -1,093,187 Closed
Viking Global Investors
198
Viking Global Investors
Connecticut
– -$53.9M -549,823 Closed
KI
199
Koch Industries
Kansas
– -$49.6M -505,525 Closed
JP Morgan Chase
200
JP Morgan Chase
New York
– -$43M -438,950 Closed