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Name Holding Trade Value Shares
Change
Change in
Stake
OA
201
OFI Advisors
Pennsylvania
$45K +$8.06K +284 +22%
NPC
202
National Planning Corporation
California
$44.1K +$44.5K +1,570 New
EWM
203
Evercore Wealth Management
New York
$35K
BlackRock
204
BlackRock
New York
$27K -$16.8K -592 -39%
DADC
205
D.A. Davidson & Co
Montana
$27K -$4.03K -142 -13%
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$23K
WA
207
WFG Advisors
Texas
$20K
WEC
208
Winslow Evans & Crocker
Massachusetts
$19K
MCM
209
Manchester Capital Management
Vermont
$17K
GWS
210
Glassman Wealth Services
Virginia
$17K +$17K +600 New
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$13K -$2.5K -88 -16%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.4K +436 New
PFG
213
Piershale Financial Group
Illinois
$12K
PFG
214
Pacific Financial Group
Washington
$12K +$11.3K +400 New
CHP
215
Cable Hill Partners
Oregon
$11K +$11.1K +390 New
CCS
216
Crosspoint Capital Strategies
California
$9K +$9.19K +324 New
FMP
217
Financial Management Professionals
Texas
$8K +$6.98K +246 +1,538%
OC
218
Oakworth Capital
Alabama
$7K
LIA
219
LS Investment Advisors
Michigan
$3K
FWM
220
Focused Wealth Management
New York
$1K
RIA
221
Regal Investment Advisors
Michigan
$1K +$1.14K +40 New
FPFS
222
First Personal Financial Services
North Carolina
$1K +$1.3K +46 New
AI
223
Analytic Investors
California
-$26.2M -946,000 Closed
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.77M -57,520 Closed
HHC
225
Hutchin Hill Capital
New York
-$1.54M -55,600 Closed