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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Edge Wealth Management
New York
$8K
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$7K
MCM
328
Manchester Capital Management
Vermont
$7K
PMFA
329
Plante Moran Financial Advisors
Michigan
$7K
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$7K
BAM
331
Barrett Asset Management
New York
$7K +$995 +15 +18%
HR
332
Howe & Rusling
New York
$7K +$6.63K +100 New
JCM
333
Jacobi Capital Management
Pennsylvania
$7K +$6.63K +100 New
WT
334
Whittier Trust
California
$6K -$13.3K -200 -71%
WTB
335
Washington Trust Bank
Washington
$6K
QAM
336
QCI Asset Management
New York
$5K
AssetMark Inc
337
AssetMark Inc
California
$4K -$1.86K -28 -37%
FAM
338
Fortaleza Asset Management
Illinois
$4K
CCMW
339
Cypress Capital Management (Wyoming)
Wyoming
$3.69K +$3.32K +50 New
First Manhattan
340
First Manhattan
New York
$3K -$25.5K -385 -90%
LNB
341
Ledyard National Bank
$3K
WA
342
Winfield Associates
Ohio
$3K
QI
343
QS Investors
New York
$3K +$862 +13 +48%
AIM
344
Anchor Investment Management
South Carolina
$2.58K
HCM
345
Highlander Capital Management
New Jersey
$2K
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.59K +24 New
WA
347
WealthTrust-Arizona
Arizona
$2K +$1.99K +30 New
DKCM
348
Davidson Kempner Capital Management
New York
-$27.1M -399,800 Closed
D.E. Shaw & Co
349
D.E. Shaw & Co
New York
-$17.5M -264,580 Closed
FHAM
350
Folger Hill Asset Management
New York
-$8.96M -132,300 Closed