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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$40K -$58.4K -1,418 -53%
GWM
102
Geneos Wealth Management
Colorado
$40K +$41.2K +1,000 +337%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$37K +$48.9K +1,189 New
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$25K +$32.9K +800 New
FHA
105
First Horizon Advisors
Tennessee
$24K -$206 -5 -0.6%
SIC
106
Salem Investment Counselors
North Carolina
$22K
FPF
107
FNY Partners Fund
New York
$16K +$21.6K +524 New
SPIA
108
Steward Partners Investment Advisory
New York
$15K -$4.12K -100 -17%
HLA
109
Hamilton Lane Advisors
Pennsylvania
$15K +$20M +486,271 New
PHK
110
Point72 Hong Kong
Hong Kong
$14K +$18.2K +443 New
IA
111
IFP Advisors
Florida
$13K
FANJ
112
Financial Architects (New Jersey)
New Jersey
$12K +$8.23K +200 +100%
PFO
113
Pathstone Family Office
New Jersey
$12K +$15.5K +377 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.33K -$12.3K -300 -50%
CSS
115
Cubist Systematic Strategies
Connecticut
$9K +$12.1K +295 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$8K -$32.1K -780 -74%
IIC
117
Integrated Investment Consultants
Michigan
$8K +$10.3K +250 New
VFA
118
Valeo Financial Advisors
Indiana
$7K +$5.06K +123 +118%
SSB
119
Sandy Spring Bank
Maryland
$6K -$12.3K -300 -60%
OIA
120
Optimum Investment Advisors
Illinois
$6K +$8.23K +200 New
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$6K +$8.48K +206 New
GI
122
GS Investments
Minnesota
$5.44K +$7.2K +175 New
PA
123
Parallel Advisors
California
$5K
RFC
124
Regions Financial Corp
Alabama
$5K
US Bancorp
125
US Bancorp
Minnesota
$5K