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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
151
Level Four Advisory Services
Texas
$1.05M +$86.4K +2,345 +9%
FA
152
FDx Advisors
Illinois
$1.02M +$422K +11,458 +68%
Verition Fund Management
153
Verition Fund Management
Connecticut
$992K +$645K +17,500 +175%
CCM
154
Catawba Capital Management
Virginia
$977K +$24.4K +662 +3%
Creative Planning
155
Creative Planning
Kansas
$971K -$9.84K -267 -1%
JIC
156
Johnson Investment Counsel
Ohio
$946K
OC
157
Oppenheimer & Co
New York
$928K +$30.8K +837 +3%
AC
158
Allstate Corporation
Illinois
$915K +$934K +25,353 New
FPS
159
Fieldpoint Private Securities
Connecticut
$900K +$919K +24,942 New
CCT
160
Country Club Trust
Missouri
$855K +$873K +23,706 New
OAM
161
Oppenheimer Asset Management
New York
$848K +$866K +23,509 New
AA
162
AQR Arbitrage
Connecticut
$830K
CRC
163
Curi RMB Capital
Illinois
$825K +$843K +22,871 New
SGCA
164
Steel Grove Capital Advisors
Tennessee
$806K
Wolverine Trading
165
Wolverine Trading
Illinois
$797K -$1.41M -38,356 -63%
BF
166
BOK Financial
Oklahoma
$796K +$17.5K +475 +2%
SBIA
167
Sheaff Brock Investment Advisors
Indiana
$792K
BP
168
Ballentine Partners
Massachusetts
$782K +$192K +5,215 +32%
PHIMC
169
Private Harbour Investment Management & Counsel
Ohio
$779K -$34.9K -947 -4%
AAM
170
Advisors Asset Management
Colorado
$771K +$787K +21,366 New
FWM
171
FFT Wealth Management
Pennsylvania
$769K -$1.07M -28,983 -58%
WPEP
172
Walnut Private Equity Partners
Nebraska
$752K
FFSOTS
173
Fiduciary Financial Services of The Southwest
Texas
$749K -$86.5K -2,348 -10%
MOACM
174
Mutual of America Capital Management
New York
$749K +$34.5K +937 +5%
SRCM
175
Swift Run Capital Management
Virginia
$730K