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Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
176
Wells Fargo
California
$217K -$3.15M -100,930 -94%
WF
177
Welch & Forbes
Massachusetts
$214K +$206K +6,598 New
RCM
178
Riverhead Capital Management
Delaware
$208K -$243K -7,790 -55%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$207K
AIG
180
American International Group
New York
$197K +$9.12K +292 +5%
SEI Investments
181
SEI Investments
Pennsylvania
$149K -$45.2K -1,448 -24%
OMCS
182
Old Mutual Customised Solutions
South Africa
$136K +$50K +1,600 +62%
QT
183
Quantbot Technologies
New York
$132K +$70.1K +2,242 +121%
CG
184
Cutler Group
California
$120K -$96.2K -3,080 -45%
BA
185
BKS Advisors
Michigan
$110K +$106K +3,380 New
Creative Planning
186
Creative Planning
Kansas
$100K +$32.1K +1,026 +50%
CBOA
187
Commonwealth Bank of Australia
Australia
$78K
ST
188
Spot Trading
Illinois
$68K +$65.8K +2,106 New
AIM
189
Acrospire Investment Management
Illinois
$45K -$6.25K -200 -13%
AssetMark Inc
190
AssetMark Inc
California
$42K +$11.1K +356 +38%
PCM
191
Prelude Capital Management
New York
$33K
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$26K
ZB
193
Zions Bancorporation
Utah
$24K +$19.5K +624 +529%
WA
194
WFG Advisors
Texas
$22K
AA
195
AlphaMark Advisors
Kentucky
$20K
GWS
196
Glassman Wealth Services
Virginia
$19K
HR
197
Howe & Rusling
New York
$17K +$16.6K +532 New
HIIFS
198
Harel Insurance Investments & Financial Services
Israel
$15K
FPFS
199
First Personal Financial Services
North Carolina
$14K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$13K -$750 -24 -6%