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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
101
Proficio Capital Partners
Massachusetts
$7K +$6.37K +445 New
ASN
102
Advisory Services Network
Georgia
$7K +$6.87K +480 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$6K
FRA
104
Front Row Advisors
California
$3K -$2.15K -150 -46%
RFA
105
Reilly Financial Advisors
California
$3K
WT
106
Whittier Trust
California
$3K
TPWA
107
TRUE Private Wealth Advisors
Oregon
$3K +$3.22K +225 New
RCAG
108
Rehmann Capital Advisory Group
Michigan
$2.54K
LWM
109
Lenox Wealth Management
Ohio
$2K
OAM
110
Oppenheimer Asset Management
New York
$2K
RIA
111
Realta Investment Advisors
Delaware
$2K
CCM
112
Copeland Capital Management
Pennsylvania
$2K +$2K +140 New
W
113
WealthStone
Ohio
$1.05K +$1K +70 New
CFA
114
Camarda Financial Advisors
Florida
$1K
TL
115
TrueWealth LLC
Georgia
$1K
GAM
116
Gemmer Asset Management
California
$1K +$358 +25 +33%
BlackRock
117
BlackRock
New York
$1K +$573 +40 New
SCA
118
Stonebridge Capital Advisors
Minnesota
$1K +$1K +70 New
William Blair & Company
119
William Blair & Company
Illinois
-$4.38M -304,390 Closed
CS
120
Credit Suisse
Switzerland
-$1.67M -115,820 Closed
BDS
121
Banco de Sabadell
Florida
-$1.23M -84,620 Closed
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
-$394K -27,430 Closed
SEI Investments
123
SEI Investments
Pennsylvania
-$324K -22,515 Closed
CSS
124
Cubist Systematic Strategies
Connecticut
-$319K -22,190 Closed
ONB
125
Old National Bancorp
Indiana
-$252K -17,505 Closed