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Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
WealthTrust-Arizona
Arizona
$14K
CG
402
Colony Group
Massachusetts
$13K -$9.81K -150 -42%
PIM
403
Parasol Investment Management
Illinois
$13K
BRWA
404
B. Riley Wealth Advisors
Florida
$11.3K +$11.9K +182 New
IMS
405
Index Management Solutions
Pennsylvania
$11K -$32.1K -491 -74%
MUMSS
406
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K -$3.79K -58 -25%
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
WA
408
Waverly Advisors
Alabama
$11K
GSC
409
Ground Swell Capital
South Carolina
$11K +$11.2K +171 New
ClearBridge Investments
410
ClearBridge Investments
New York
$9K -$3.79K -58 -30%
MCM
411
Manchester Capital Management
Vermont
$8K
First Manhattan
412
First Manhattan
New York
$7K
FWM
413
Focused Wealth Management
New York
$6K
PAS
414
Partnervest Advisory Services
California
$5K
PMFA
415
Plante Moran Financial Advisors
Michigan
$4K
KT
416
Kanaly Trust
Texas
$3K -$9.35K -143 -77%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$3K
TFA
418
Transamerica Financial Advisors
Florida
$1K
CAW
419
Cornerstone Advisors (Washington)
Washington
$1K +$1.57K +24 New
AC
420
Axon Capital
New York
-$107M -1,609,811 Closed
KIM
421
Kestrel Investment Management
California
-$52.5M -790,670 Closed
SCA
422
SAC Capital Advisors
Connecticut
-$32.5M -488,780 Closed
MCM
423
McKinley Capital Management
Alaska
-$25.8M -388,264 Closed
HHC
424
Hutchin Hill Capital
New York
-$15.5M -233,021 Closed
VWM
425
Valley Wealth Managers
New Jersey
-$12.8M -192,955 Closed