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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$57K – – –
PEAK6 Group
152
PEAK6 Group
Illinois
$57K +$14.6K +166 +32%
EWM
153
Endurance Wealth Management
Rhode Island
$50K -$9.66K -110 -16%
Bessemer Group
154
Bessemer Group
New Jersey
$46K -$7.73K -88 -14%
Central Trust Company
155
Central Trust Company
Missouri
$42K – – –
AIM
156
Anchor Investment Management
South Carolina
$35.9K +$37.8K +430 New
Arax Advisory Partners
157
Arax Advisory Partners
Colorado
$35K +$37.3K +424 New
DI
158
DUMAC Inc
North Carolina
$29K +$30.9K +352 New
Penserra Capital Management
159
Penserra Capital Management
California
$21K +$4.83K +55 +28%
Ladenburg Thalmann Financial Services
160
Ladenburg Thalmann Financial Services
Florida
$20K +$1.05K +12 +5%
Glenmede Trust
161
Glenmede Trust
Pennsylvania
$18K – – –
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$17K – – –
FineMark National Bank & Trust
163
FineMark National Bank & Trust
Florida
$13K -$8.79K -100 -40%
CFA
164
Carroll Financial Associates
North Carolina
$13K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
MSI Financial Services
166
MSI Financial Services
Massachusetts
$11K +$3.34K +38 +40%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$9K -$11K -125 -54%
Wealthspire Advisors (Maryland)
168
Wealthspire Advisors (Maryland)
Maryland
$9K -$6.59K -75 -42%
PG
169
Patten Group
Tennessee
$9K – – –
LF
170
Lee Financial
Texas
$9K +$9.22K +105 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$8K -$615 -7 -7%
FANJ
172
Financial Architects (New Jersey)
New Jersey
$7K +$7.64K +87 New
AssetMark Inc
173
AssetMark Inc
California
$4K -$1.49K -17 -27%
VCM
174
Versant Capital Management
Arizona
$3K -$1.41K -16 -31%
WOC
175
West Oak Capital
California
$2.92K – – –