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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
301
Citizens Business Bank
California
$129K
EWM
302
Evercore Wealth Management
New York
$129K
IP
303
Isthmus Partners
Wisconsin
$125K
FMA
304
FNY Managed Accounts
New York
$123K +$132K +9,500 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$122K +$5.76K +415 +5%
PHK
306
Point72 Hong Kong
Hong Kong
$115K +$122K +8,800 +8,073%
SEI Investments
307
SEI Investments
Pennsylvania
$108K +$108K +7,754 +1,351%
WA
308
WFG Advisors
Texas
$102K -$135K -9,742 -55%
RFC
309
Russell Frank Company
Washington
$93K +$100K +7,222 New
SF
310
Synovus Financial
Georgia
$81K -$13.9K -999 -14%
Axa
311
Axa
France
$81K +$87.5K +6,302 New
PAM
312
PartnerRe Asset Management
Connecticut
$80K +$222 +16 +0.3%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K
NFG
314
Next Financial Group
Texas
$71K +$16K +1,155 +27%
ST
315
Sphinx Trading
Illinois
$54K -$33.3K -2,400 -36%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$49K -$78.3K -5,643 -60%
BA
317
BlackRock Advisors
Delaware
$47K
CSS
318
Cubist Systematic Strategies
Connecticut
$46K -$123K -8,850 -71%
HR
319
Howe & Rusling
New York
$46K
Envestnet Asset Management
320
Envestnet Asset Management
Illinois
$42K -$1.21M -86,818 -96%
Mitsubishi UFJ Asset Management
321
Mitsubishi UFJ Asset Management
Japan
$40K +$8.71K +627 +25%
SEC
322
Seven Eight Capital
New York
$39K +$41.4K +2,985 +298,500%
PAI
323
Pittenger & Anderson Inc
Nebraska
$37K +$19.4K +1,400 +93%
W
324
Wealthfront
California
$35K -$11.6K -837 -23%
ASN
325
Advisory Services Network
Georgia
$33K -$50.5K -3,641 -59%