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Forrester Research

Name Holding Trade Value Shares
Change
Change in
Stake
Tower Research Capital (TRC)
101
Tower Research Capital (TRC)
New York
$25K +$12.2K +286 +88%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$22K – – –
Advisor Group
103
Advisor Group
Arizona
$17K -$939 -22 -5%
TCOV
104
Trust Company of Vermont
Vermont
$14K – – –
Ladenburg Thalmann Financial Services
105
Ladenburg Thalmann Financial Services
Florida
$13K -$1.02K -24 -7%
LIA
106
LS Investment Advisors
Michigan
$11K – – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$8K -$7.08K -166 -45%
VCM
108
Versant Capital Management
Arizona
$7K – – –
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$7K +$597 +14 +9%
SEI Investments
110
SEI Investments
Pennsylvania
$7K +$6.7K +157 New
SWA
111
Sutton Wealth Advisors
Florida
$5.51K – – –
PCM
112
Prelude Capital Management
New York
$4K +$4.27K +100 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K -$171 -4 -7%
UBS Group
114
UBS Group
Switzerland
$1K -$31.8K -745 -96%
Wealthspire Advisors (Maryland)
115
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
JA
116
JOYN Advisors
Georgia
$1K +$768 +18 New
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K +$811 +19 New
Jefferies Group
118
Jefferies Group
New York
– -$218K -4,936 Closed
SIM
119
Spark Investment Management
New York
– -$203K -4,600 Closed
GCP
120
GSA Capital Partners
United Kingdom
– -$202K -4,562 Closed
Neuberger Berman Group
121
Neuberger Berman Group
New York
– -$201K -4,542 Closed
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
– -$67K -1,512 Closed
KBC Group
123
KBC Group
Belgium
– -$35K -789 Closed
DCM
124
Delpha Capital Management
New York
– -$11K -238 Closed
VCM
125
Virtue Capital Management
Tennessee
– -$3K -78 Closed