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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
201
Stonehage Fleming Financial Services
Jersey
$66K
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$66K
ARMC
203
American Research & Management Company
Massachusetts
$61K
ZB
204
Zions Bancorporation
Utah
$58K
EWM
205
Endurance Wealth Management
Rhode Island
$40K
NIT
206
NumerixS Investment Technologies
British Columbia, Canada
$40K +$44K +3,000 New
LIA
207
LS Investment Advisors
Michigan
$36K
CA
208
Claro Advisors
Massachusetts
$35K +$31.2K +2,131 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$34K +$7.41K +506 +24%
Simplex Trading
210
Simplex Trading
Illinois
$34K +$37.5K +2,560 New
PCG
211
Private Capital Group
Connecticut
$32K +$864 +59 +3%
MOACM
212
Mutual of America Capital Management
New York
$30K +$7.59K +518 +30%
ECM
213
Estabrook Capital Management
New York
$29.3K
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$23K -$2.68K -183 -10%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$19K -$5.73K -391 -21%
Walleye Trading
216
Walleye Trading
New York
$18K +$19.8K +1,350 New
LFA
217
Legacy Financial Advisors
Kentucky
$17K
BC
218
Bartlett & Co
Ohio
$16K
SWA
219
Sutton Wealth Advisors
Florida
$15.8K
BCWM
220
Bartlett & Co Wealth Management
Ohio
$15.6K
BBHC
221
Brown Brothers Harriman & Co
New York
$14K
PAM
222
Panagora Asset Management
Massachusetts
$13K
PHK
223
Point72 Hong Kong
Hong Kong
$12K +$12.7K +868 New
FHB
224
First Hawaiian Bank
Hawaii
$11K +$410 +28 +3%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$10K -$20K -1,365 -65%