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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$8K – – –
PA
227
Parallel Advisors
California
$7K +$65 +2 +0.9%
LWM
228
Lenox Wealth Management
Ohio
$6K -$64.8K -1,992 -92%
WWMSC
229
Wagner Wealth Management (South Carolina)
South Carolina
$6K – – –
WT
230
Whittier Trust
California
$6K – – –
AF
231
Allworth Financial
California
$5K -$4.26K -131 -45%
SWM
232
SeaCrest Wealth Management
New York
$5K – – –
FHA
233
Flagship Harbor Advisors
Massachusetts
$4K -$10.4K -320 -70%
AIS
234
AlphaOne Investment Services
Pennsylvania
$4K – – –
OIA
235
OneDigital Investment Advisors
Kansas
$4K – – –
WEC
236
Winslow Evans & Crocker
Massachusetts
$4K – – –
GAM
237
Gemmer Asset Management
California
$3K – – –
FPFS
238
First Personal Financial Services
North Carolina
$3K +$390 +12 +16%
MA
239
MUFG Americas
New York
$2K -$4.36K -134 -71%
SC
240
Sawyer & Company
Massachusetts
$2K – – –
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
DWM
242
Destination Wealth Management
California
$1K +$716 +22 New
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$486 – – –
Envestnet Asset Management
244
Envestnet Asset Management
Illinois
– -$10.5M -328,836 Closed
UCFA
245
United Capital Financial Advisors
Texas
– -$10.2M -320,432 Closed
CC
246
Covalis Capital
United Kingdom
– -$5.51M -172,482 Closed
MWNA
247
Marshall Wace North America
New York
– -$4.3M -134,611 Closed
Marshall Wace
248
Marshall Wace
United Kingdom
– -$3.66M -114,600 Closed
SSA
249
Schonfeld Strategic Advisors
New York
– -$1.34M -42,034 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
250
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$760K -23,794 Closed