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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HighMark Wealth Management
Minnesota
$22K -$9.9K -259 -29%
US Bancorp
177
US Bancorp
Minnesota
$18K +$2.56K +67 +15%
APA
178
American Portfolios Advisors
New York
$11.9K – – –
GWM
179
Geneos Wealth Management
Colorado
$9K – – –
Bessemer Group
180
Bessemer Group
New Jersey
$8K +$9.48K +248 New
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
Daiwa Securities Group
182
Daiwa Securities Group
Japan
$7K +$459 +12 +6%
TC
183
Truvestments Capital
Florida
$5K -$1.87K -49 -26%
SGAM
184
Smith Group Asset Management
Texas
$4K -$149K -3,900 -97%
TWA
185
TCI Wealth Advisors
Arizona
$4K +$4.17K +109 New
PCG
186
Private Capital Group
Connecticut
$3K -$7.57K -198 -71%
BAM
187
Bellevue Asset Management
Washington
$3K -$420 -11 -12%
PA
188
Parallel Advisors
California
$3K – – –
NFSG
189
Newbridge Financial Services Group
Florida
$3K +$3.02K +79 New
SOW
190
State of Wyoming
Wyoming
$3K +$3.25K +85 New
SFS
191
Sowell Financial Services
Arkansas
$2K -$9.17K -240 -77%
BCA
192
Berman Capital Advisors
Georgia
$2K – – –
IFAM
193
Institutional & Family Asset Management
Colorado
$1K -$803 -21 -37%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$1K +$879 +23 New
Parallax Volatility Advisers
195
Parallax Volatility Advisers
California
$1K +$1.68K +44 New
SPIA
196
Steward Partners Investment Advisory
New York
$34 +$38 +1 New
SCM
197
Suvretta Capital Management
New York
– -$11.2M -337,145 Closed
BCM
198
Burrage Capital Management
Massachusetts
– -$5.14M -154,562 Closed
Calamos Advisors
199
Calamos Advisors
Illinois
– -$1.75M -52,631 Closed
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
– -$1.47M -44,014 Closed