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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$13K +$13.6K +175 New
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$10K
CG
153
Cutler Group
California
$9K -$53K -681 -85%
IA
154
IFP Advisors
Florida
$9K -$311 -4 -3%
AIM
155
Advantage Investment Management
Iowa
$8K
TRCT
156
Tower Research Capital (TRC)
New York
$8K +$8.01K +103 New
BIG
157
Bellwether Investment Group
Tennessee
$6K -$1.24K -16 -17%
EWM
158
Evercore Wealth Management
New York
$6K
AA
159
Apriem Advisors
California
$5K
CHC
160
City Holding Co
West Virginia
$5K
DSC
161
Duncker Streett & Co
Missouri
$5K
IUHSA
162
Itau Unibanco Holding S.A.
Brazil
$5K +$4.67K +60 New
ASN
163
Advisory Services Network
Georgia
$5K +$4.98K +64 New
WT
164
Whittier Trust
California
$4K +$4.28K +55 New
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$7.78K -100 -75%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$3K -$778 -10 -22%
CFD
167
Creative Financial Designs
Indiana
$3K
NFG
168
Next Financial Group
Texas
$2K
QI
169
QS Investors
New York
$1K
QCG
170
Quadrant Capital Group
Ohio
$1K
Bessemer Group
171
Bessemer Group
New Jersey
-$12.9M -175,852 Closed
CG
172
Clinton Group
New York
-$1.1M -15,009 Closed
Capital Fund Management (CFM)
173
Capital Fund Management (CFM)
France
-$690K -9,379 Closed
Two Sigma Investments
174
Two Sigma Investments
New York
-$602K -8,185 Closed
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey
-$594K -8,070 Closed