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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$408K +$328K +12,052 New
MCM
102
McKinley Capital Management
Alaska
$400K +$322K +11,802 New
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$387K +$311K +11,413 New
PAG
104
Private Advisor Group
New Jersey
$367K +$295K +10,823 New
FC
105
FORA Capital
Florida
$363K +$292K +10,712 New
HSA
106
HBK Sorce Advisory
Pennsylvania
$356K -$74K -2,714 -21%
WA
107
Wealth Alliance
New York
$347K +$279K +10,249 New
AAM
108
Advisors Asset Management
Colorado
$310K +$249K +9,155 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$301K -$108K -3,975 -31%
BUB
110
BBVA USA Bancshares
Texas
$281K +$226K +8,302 New
AAP
111
Ardsley Advisory Partners
Connecticut
$254K +$204K +7,500 New
IIC
112
Integrated Investment Consultants
Michigan
$252K +$203K +7,450 New
VFA
113
Voya Financial Advisors
Connecticut
$237K +$198K +7,264 New
US Bancorp
114
US Bancorp
Minnesota
$233K +$3.13K +115 +2%
GT
115
Greenleaf Trust
Michigan
$228K +$183K +6,730 New
FCH
116
Freestone Capital Holdings
Washington
$226K -$421K -15,433 -70%
Vanguard Personalized Indexing Management
117
Vanguard Personalized Indexing Management
California
$226K +$182K +6,667 New
M&T Bank
118
M&T Bank
New York
$224K -$158K -5,808 -47%
Ameriprise
119
Ameriprise
Minnesota
$204K -$983K -36,071 -86%
GA
120
Geller Advisors
New York
$204K +$164K +6,020 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$161K +$5.26K +193 +4%
PCG
122
Private Capital Group
Connecticut
$130K -$8.15K -299 -7%
S
123
SignatureFD
Georgia
$123K +$13.2K +483 +15%
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$108K +$87.2K +3,200 New
AssetMark Inc
125
AssetMark Inc
California
$107K -$23.5K -861 -21%