Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
126
Prestige Wealth Management Group
New Jersey
$4K – – –
AssetMark Inc
127
AssetMark Inc
California
$4K +$145 +2 +4%
S
128
SignatureFD
Georgia
$2K – – –
GWS
129
Glassman Wealth Services
Virginia
$2K +$1.67K +23 New
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.67K +23 New
PMFA
131
Plante Moran Financial Advisors
Michigan
$2K +$2.46K +34 New
IA
132
IFP Advisors
Florida
$1K – – –
TPCW
133
TD Private Client Wealth
New York
$582 – – –
Skandinaviska Enskilda Banken (SEB)
134
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.23M -17,300 Closed
BIM
135
Bogle Investment Management
Massachusetts
– -$393K -5,517 Closed
HSBC Holdings
136
HSBC Holdings
United Kingdom
– -$343K -4,863 Closed
VRS
137
Virginia Retirement Systems
Virginia
– -$342K -4,800 Closed
EGM
138
Engineers Gate Manager
New York
– -$250K -3,510 Closed
QCM
139
Quantinno Capital Management
New York
– -$209K -2,935 Closed
PCM
140
Prelude Capital Management
New York
– -$206K -2,894 Closed
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
– -$204K -2,858 Closed
PFO
142
Pathstone Family Office
New Jersey
– -$107K -1,500 Closed
AF
143
Advisornet Financial
Minnesota
– -$45K -630 Closed
Bessemer Group
144
Bessemer Group
New Jersey
– -$38K -530 Closed
PWPS
145
Pinnacle Wealth Planning Services
Ohio
– -$4K -54 Closed