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Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Alexandria Capital
Virginia
$19K
First Manhattan
252
First Manhattan
New York
$19K
NFG
253
Next Financial Group
Texas
$19K +$17.6K +490 New
MFS
254
MSI Financial Services
Massachusetts
$16K -$1.97K -55 -12%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$14K
BWP
256
Baldwin Wealth Partners
Massachusetts
$14K +$12.6K +350 New
FWM
257
Focused Wealth Management
New York
$12K -$7K -195 -38%
JWA
258
JFS Wealth Advisors
Pennsylvania
$8K -$14.4K -402 -66%
IR
259
Invictus RG
Bermuda
$8K -$1.22K -34 -15%
HR
260
Howe & Rusling
New York
$8K
SBL
261
Sargent Bickham Lagudis
Colorado
$6K +$5.38K +150 New
FAM
262
Fred Alger Management
New York
$4K -$1.77M -49,305 -100%
EWM
263
Evercore Wealth Management
New York
$4K
Macquarie Group
264
Macquarie Group
Australia
$4K
WA
265
WFG Advisors
Texas
$4K +$179 +5 +5%
LJHT
266
Laurie J. Hall Trustee
$4K +$4.31K +120 New
GT
267
Glenmede Trust
Pennsylvania
$3K -$3.59K -100 -48%
CCM
268
Cupps Capital Management
Illinois
$2K -$749K -20,871 -100%
DSC
269
Duncker Streett & Co
Missouri
$2K
FNBT
270
FineMark National Bank & Trust
Florida
$2K
HL
271
Harding Loevner
New Jersey
$2K +$1.79K +50 New
PCP
272
Proficio Capital Partners
Massachusetts
$1K +$790 +22 New
William Blair Investment Management
273
William Blair Investment Management
Illinois
-$102M -2,265,607 Closed
AI
274
Axiom Investors
Connecticut
-$17.4M -386,620 Closed
MPAM
275
Monarch Partners Asset Management
Massachusetts
-$14M -311,317 Closed