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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
326
Institutional & Family Asset Management
Colorado
$86K -$3.87K -160 -4%
HFM
327
Harvest Fund Management
China
$83K +$92.3K +3,815 New
MAM
328
Meeder Asset Management
Ohio
$81K +$30K +1,239 +50%
ASN
329
Advisory Services Network
Georgia
$80K -$5.32K -220 -6%
AIS
330
AlphaOne Investment Services
Pennsylvania
$74K -$2.86K -118 -3%
IA
331
IFP Advisors
Florida
$73K -$895 -37 -1%
PCG
332
Private Capital Group
Connecticut
$64K +$2.27K +94 +3%
APC
333
Aspire Private Capital
North Carolina
$60K +$67.1K +2,773 New
JA
334
JOYN Advisors
Georgia
$59K -$12.3K -508 -16%
LS
335
Livforsakringsbolaget Skandia
Sweden
$50K
PCM
336
Prelude Capital Management
New York
$49K +$23.1K +956 +72%
HMS
337
Hanseatic Management Services
New Mexico
$48K -$14.3K -590 -21%
US Bancorp
338
US Bancorp
Minnesota
$47K -$8.32K -344 -14%
CFA
339
Carroll Financial Associates
North Carolina
$38K
AWM
340
AllSquare Wealth Management
New York
$38K +$12.5K +518 +42%
OC
341
Oakworth Capital
Alabama
$35K +$7.6K +314 +25%
SFA
342
Semmax Financial Advisors
North Carolina
$35K +$39.4K +1,627 New
BHWM
343
Bay Harbor Wealth Management
Maryland
$33K +$37.1K +1,531 New
Marshall Wace
344
Marshall Wace
United Kingdom
$30K -$1.48M -61,110 -98%
PFO
345
Pathstone Family Office
New Jersey
$29K +$32.9K +1,359 New
HNB
346
Huntington National Bank
Ohio
$28K
PWM
347
PRW Wealth Management
Massachusetts
$28K +$31.2K +1,291 New
PCM
348
Penserra Capital Management
California
$28K +$31.6K +1,305 New
WT
349
Whittier Trust
California
$24K +$27K +1,116 New
SFSIG
350
San Francisco Sentry Investment Group
California
$22K