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Surgery Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
TrustCore Financial Services
Tennessee
$30K – – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$27K -$15.7K -1,570 -32%
QT
78
Quantbot Technologies
New York
$18K +$22.9K +2,300 New
Canada Life
79
Canada Life
Manitoba, Canada
$17K – – –
GWM
80
Geneos Wealth Management
Colorado
$16K +$19.9K +2,000 New
Morgan Stanley
81
Morgan Stanley
New York
$15K -$25.6K -2,567 -58%
AIP
82
Ameritas Investment Partners
Nebraska
$13K – – –
CG
83
Cutler Group
California
$12K +$15K +1,500 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8K -$5.61K -563 -37%
VFA
85
Valeo Financial Advisors
Indiana
$6K – – –
PHK
86
Point72 Hong Kong
Hong Kong
$6K +$6.79K +681 New
AG
87
Advisor Group
Arizona
$4K – – –
PCP
88
Proficio Capital Partners
Massachusetts
$3K +$3.36K +337 +733%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$2K – – –
Bessemer Group
90
Bessemer Group
New Jersey
$1K +$1.14K +114 New
RG
91
Redmile Group
California
– -$179K -15,900 Closed
AIM
92
Assured Investment Management
New York
– -$135K -11,954 Closed
BBNA
93
Bremer Bank National Association
Minnesota
– -$66K -6,050 Closed
ADL
94
Asset Dedication LLC
California
– -$25K -2,259 Closed
LC
95
Lindbrook Capital
California
– -$10K -964 Closed
Twin Tree Management
96
Twin Tree Management
Texas
– -$8K -686 Closed
Group One Trading
97
Group One Trading
Illinois
– -$4.99K -500 Closed