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Marcus & Millichap

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$6.31K +$7.2K +215 New
PTC
127
Private Trust Company
Ohio
$5.72K
LC
128
Lindbrook Capital
California
$5.54K
GA
129
GoalVest Advisory
New York
$5.08K +$234 +7 +4%
FFA
130
Farther Finance Advisors
California
$3.76K
IA
131
IFP Advisors
Florida
$3.64K
VCM
132
Versant Capital Management
Arizona
$2.26K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$1.97K
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$1.67K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$1.29K
CFGS
136
Concourse Financial Group Securities
Alabama
$1.12K +$100 +3 +9%
Bessemer Group
137
Bessemer Group
New Jersey
$1K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1K
TFA
139
Transamerica Financial Advisors
Florida
$1K
DA
140
Denali Advisors
California
$792 +$904 +27 New
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$557
BIA
142
Bell Investment Advisors
California
$470
JWA
143
JFS Wealth Advisors
Pennsylvania
$118 +$33 +1 +33%
SIC
144
SJS Investment Consulting
Ohio
$118 +$33 +1 +33%
AF
145
Advisornet Financial
Minnesota
$59 +$33 +1 +100%
CEI
146
Clark Estates Inc
New York
-$2.38M -75,500 Closed
ACP
147
Aviance Capital Partners
Florida
-$1.03M -32,723 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$971K -30,815 Closed
TD Asset Management
149
TD Asset Management
Ontario, Canada
-$838K -26,600 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$538K -17,083 Closed