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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
376
Bessemer Group
New Jersey
$47K +$8.61K +498 +23%
PHK
377
Point72 Hong Kong
Hong Kong
$44K +$43.2K +2,500 New
IA
378
IFP Advisors
Florida
$42K +$3.82K +221 +10%
WAM
379
Wealthspire Advisors (Maryland)
Maryland
$36K – – –
CWM
380
Cranbrook Wealth Management
Michigan
$35K – – –
RFA
381
Reilly Financial Advisors
California
$28K +$17.3K +1,000 +167%
AWMS
382
Advocacy Wealth Management Services
Georgia
$26K +$20.7K +1,200 +393%
BC
383
Bartlett & Co
Ohio
$23K – – –
GI
384
Gradient Investments
Minnesota
$23K – – –
WA
385
WFG Advisors
Texas
$22K – – –
WA
386
WealthTrust-Arizona
Arizona
$19K -$52 -3 -0.3%
MFW
387
Mosaic Family Wealth
Missouri
$18K – – –
QAM
388
QCI Asset Management
New York
$18K – – –
SAM
389
Shamrock Asset Management
Texas
$18K – – –
PCM
390
Penserra Capital Management
California
$17K +$6.84K +396 +67%
EWM
391
Evercore Wealth Management
New York
$17K +$17K +984 New
TCM
392
Tradewinds Capital Management
Washington
$15K – – –
GWS
393
Glassman Wealth Services
Virginia
$14K – – –
KF
394
Krilogy Financial
Missouri
$14K – – –
LNB
395
Ledyard National Bank
$14K – – –
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$14K +$10.4K +600 +300%
CFA
397
Carroll Financial Associates
North Carolina
$13K – – –
DBT
398
Dubuque Bank & Trust
Iowa
$12K – – –
IC
399
IKOS CIF
Cyprus
$10K -$19.3K -1,115 -65%
GAM
400
Gemmer Asset Management
California
$10K – – –