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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$438K +$431K +24,351 New
FA
52
FDx Advisors
Illinois
$423K +$7.53K +426 +2%
DTL
53
Dynamic Technology Lab
Singapore
$423K +$416K +23,533 New
FCH
54
Freestone Capital Holdings
Washington
$401K +$16.2K +914 +4%
CIM
55
CIM Investment Management
Pennsylvania
$369K
COI
56
Connable Office Inc
Michigan
$330K
HighTower Advisors
57
HighTower Advisors
Illinois
$317K +$25.4K +1,436 +9%
RG
58
Rathbones Group
United Kingdom
$277K
UBS Group
59
UBS Group
Switzerland
$271K +$74.5K +4,214 +39%
SW
60
SVB Wealth
Massachusetts
$245K -$114K -6,423 -32%
EA
61
Euclid Advisors
Connecticut
$241K -$558K -31,571 -70%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$239K +$235K +13,309 New
M&T Bank
63
M&T Bank
New York
$223K -$7.74K -438 -3%
FIM
64
Freedom Investment Management
Connecticut
$222K +$219K +12,374 New
SGAM
65
Smith Group Asset Management
Texas
$208K -$1.77K -100 -0.9%
US Bancorp
66
US Bancorp
Minnesota
$199K -$39.1K -2,209 -17%
VKH
67
Virtu KCG Holdings
New York
$192K +$189K +10,665 New
CS
68
Credit Suisse
Switzerland
$191K +$188K +10,638 New
AG
69
Advisor Group
Arizona
$176K -$10.8K -613 -6%
HR
70
Howe & Rusling
New York
$148K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$88K -$3.2K -181 -4%
Citigroup
72
Citigroup
New York
$74K -$919 -52 -1%
CFG
73
Citizens Financial Group
Rhode Island
$74K
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$66K -$12.2K -690 -16%
GBT
75
Grove Bank & Trust
Florida
$61K +$60.3K +3,410 New