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Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
Paloma Partners
Connecticut
$107K +$104K +17,410 New
AL
177
Airain Ltd
Guernsey
$98K +$95.4K +15,903 New
SEI Investments
178
SEI Investments
Pennsylvania
$95K +$40.8K +6,805 +79%
AI
179
Atria Investments
North Carolina
$95K +$92.3K +15,385 New
FWM
180
Frontier Wealth Management
Missouri
$94K
MTC
181
McDaniel Terry & Co
Texas
$94K
NFG
182
Next Financial Group
Texas
$94K +$2.19K +366 +2%
PMFA
183
Plante Moran Financial Advisors
Michigan
$93K +$38K +6,334 +72%
GLRA
184
Gerald L. Ray & Associates
Texas
$93K +$90.7K +15,120 New
FPCP
185
Fort Point Capital Partners
California
$92K
State Street
186
State Street
Massachusetts
$92K
TAM
187
Tyers Asset Management
Texas
$91K
Bessemer Group
188
Bessemer Group
New Jersey
$90K +$34.1K +5,680 +64%
LA
189
Legacy Advisors
Pennsylvania
$89K +$87.4K +14,567 New
BSW
190
Buckingham Strategic Wealth
Missouri
$88K +$13.8K +2,302 +19%
EDRH
191
Edmond de Rothschild Holding
Switzerland
$87K -$6K -1,000 -7%
WB
192
WesBanco Bank
West Virginia
$85K
CG
193
Caprock Group
Idaho
$85K +$82.8K +13,814 New
JWA
194
JFS Wealth Advisors
Pennsylvania
$84K -$720 -120 -0.9%
SM
195
Sciencast Management
New Jersey
$83K +$81.2K +13,534 New
AAM
196
Auxier Asset Management
Oregon
$81K
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$80K +$78.4K +13,067 New
FCB
198
First Command Bank
Texas
$79K
FCFS
199
First Command Financial Services
Texas
$79K
CL
200
CPWM LLC
Washington
$78K +$858 +143 +1%