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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Hilton Capital Management
New York
$74K – – –
SFFS
202
Stonehage Fleming Financial Services
Jersey
$66K – – –
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$66K – – –
ARMC
204
American Research & Management Company
Massachusetts
$61K – – –
ZB
205
Zions Bancorporation
Utah
$58K – – –
EWM
206
Endurance Wealth Management
Rhode Island
$40K – – –
NIT
207
NumerixS Investment Technologies
British Columbia, Canada
$40K +$44K +3,000 New
LIA
208
LS Investment Advisors
Michigan
$36K – – –
CA
209
Claro Advisors
Massachusetts
$35K +$31.2K +2,131 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$34K +$7.41K +506 +24%
Simplex Trading
211
Simplex Trading
Illinois
$34K +$37.5K +2,560 New
PCG
212
Private Capital Group
Connecticut
$32K +$864 +59 +3%
MOACM
213
Mutual of America Capital Management
New York
$30K +$7.59K +518 +30%
ECM
214
Estabrook Capital Management
New York
$29.3K – – –
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$23K -$2.68K -183 -10%
LTFS
216
Ladenburg Thalmann Financial Services
Florida
$19K -$5.73K -391 -21%
Walleye Trading
217
Walleye Trading
New York
$18K +$19.8K +1,350 New
LFA
218
Legacy Financial Advisors
Kentucky
$17K – – –
BC
219
Bartlett & Co
Ohio
$16K – – –
SWA
220
Sutton Wealth Advisors
Florida
$15.8K – – –
BCWM
221
Bartlett & Co Wealth Management
Ohio
$15.6K – – –
BBHC
222
Brown Brothers Harriman & Co
New York
$14K – – –
PAM
223
Panagora Asset Management
Massachusetts
$13K – – –
PHK
224
Point72 Hong Kong
Hong Kong
$12K +$12.7K +868 New
FHB
225
First Hawaiian Bank
Hawaii
$11K +$410 +28 +3%