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Marcus & Millichap

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$1.69K +$157 +4 +10%
RIL
152
Rothschild Investment LLC
Illinois
$1.15K +$196 +5 +20%
Farther Finance Advisors
153
Farther Finance Advisors
California
$957 – – –
Farmers & Merchants Investments Inc
154
Farmers & Merchants Investments Inc
Nebraska
$727 – – –
Brooklyn Investment Group
155
Brooklyn Investment Group
New York
$574 +$588 +15 New
Jones Financial Companies
156
Jones Financial Companies
Missouri
$536 +$118 +3 +27%
Allworth Financial
157
Allworth Financial
California
$478 -$1.14K -29 -69%
Parallel Advisors
158
Parallel Advisors
California
$421 – – –
SIC
159
SJS Investment Consulting
Ohio
$307 – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$268 – – –
AWM
161
Abound Wealth Management
Tennessee
$192 – – –
IFP Advisors
162
IFP Advisors
Florida
$77 – – –
DF
163
Dunhill Financial
United Kingdom
$68 – – –
JWA
164
JFS Wealth Advisors
Pennsylvania
$39 – – –
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
– -$2.26M -56,955 Closed
Franklin Resources
166
Franklin Resources
California
– -$580K -15,753 Closed
ECM
167
Everence Capital Management
Indiana
– -$275K -6,930 Closed
PFM
168
Premier Fund Managers
United Kingdom
– -$245K -6,184 Closed
Centersquare Investment Management
169
Centersquare Investment Management
Pennsylvania
– -$204K -5,150 Closed
Commonwealth of Pennsylvania Public School Employees Retirement System
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$203K -5,131 Closed
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
– -$169K -4,276 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$65.1K -1,642 Closed
FFC
173
First Financial Corp
Indiana
– -$4K -101 Closed
QL
174
Quarry LP
New York
– -$2.73K -69 Closed
CPA
175
Capital Performance Advisors
California
– -$2.3K -58 Closed