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Name Holding Trade Value Shares
Change
Change in
Stake
W
351
Wealthfront
California
$73K +$24.4K +464 +54%
OIA
352
Optimum Investment Advisors
Illinois
$71K -$653K -12,410 -91%
RNS
353
Robert N. Shapiro
$62K -$42.1K -800 -42%
MCM
354
Manchester Capital Management
Vermont
$52K – – –
SFSIG
355
San Francisco Sentry Investment Group
California
$52K – – –
GIS
356
Guardian Investor Services
New York
$45K -$2.47K -47 -5%
IMS
357
Index Management Solutions
Pennsylvania
$45K +$6.89K +131 +19%
CCS
358
Crosspoint Capital Strategies
California
$42K – – –
TRCT
359
Tower Research Capital (TRC)
New York
$42K +$34K +647 +563%
VFA
360
Virtus Fund Advisers
Connecticut
$39K -$54.4K -1,035 -59%
RFA
361
Reilly Financial Advisors
California
$37K – – –
GLI
362
Guardian Life Insurance
New York
$36K – – –
FHA
363
First Horizon Advisors
Tennessee
$35K +$4.58K +87 +16%
GGPS
364
Gary Goldberg Planning Services
New York
$34K – – –
LBG
365
Lloyds Banking Group
United Kingdom
$32K -$473 -9 -2%
NSIM
366
North Star Investment Management
Illinois
$30K +$28.9K +550 New
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$29K -$5.21K -99 -16%
BRWM
368
B. Riley Wealth Management
Tennessee
$29K +$210 +4 +0.8%
NCM
369
Nelson Capital Management
California
$28K +$26.4K +502 New
SAMC
370
Shinko Asset Management Company
Japan
$26K – – –
MAM
371
Mizuho Asset Management
Japan
$22K – – –
BPBT
372
Boston Private Bank & Trust
Massachusetts
$21K – – –
MFS
373
MSI Financial Services
Massachusetts
$21K +$210 +4 +1%
LOCC
374
Lombard Odier & Cie (Canada)
Quebec, Canada
$19K – – –
AW
375
Alpha Windward
Massachusetts
$17K – – –